-28.0%
DHR vs ETSY
-66.2%
+38.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.5% |
| 7D | -3.6% | -4.9% | +1.3% | -2.8% |
| 30D | -2.7% | -8.6% | +5.9% | -1.3% |
| 3M | +10.9% | +4.8% | +6.2% | +9.6% |
| 6M | +3.0% | +38.1% | -35.1% | -3.7% |
| YTD | -12.2% | +31.2% | -43.4% | -17.6% |
| 1Y | +3.3% | +22.1% | -18.8% | -3.0% |
| 3Y | -8.2% | +12.2% | -20.5% | -15.5% |
| All | -28.0% | -66.2% | +38.2% | -24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling