+824.5%
DE vs ETSY
+129.6%
+694.8%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | -0.3% |
| 7D | -3.0% | -12.9% | +9.9% | -1.6% |
| 30D | +11.1% | -11.5% | +22.6% | +12.5% |
| 3M | +17.6% | +3.5% | +14.1% | +16.8% |
| 6M | +13.6% | +27.6% | -14.0% | +9.7% |
| YTD | +46.3% | +28.4% | +17.9% | +40.7% |
| 1Y | +44.2% | +27.1% | +17.1% | +38.0% |
| 3Y | +76.6% | +6.0% | +70.5% | +68.9% |
| 5Y | +98.2% | -67.1% | +165.4% | +106.7% |
| 10Y | +863.5% | +421.9% | +441.6% | +647.0% |
| All | +824.5% | +129.6% | +694.8% | +582.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded ETSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling