+488.6%
DHR vs ETSY
+129.6%
+359.0%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.2% | +2.1% | +0.1% |
| 7D | -2.4% | -12.9% | +10.5% | -0.6% |
| 30D | -2.2% | -11.5% | +9.3% | -0.6% |
| 3M | +9.0% | +3.5% | +5.4% | +8.2% |
| 6M | +3.5% | +27.6% | -24.1% | -0.5% |
| YTD | -10.1% | +28.4% | -38.5% | -14.0% |
| 1Y | +6.2% | +27.1% | -20.9% | +0.9% |
| 3Y | -5.4% | +6.0% | -11.4% | -9.8% |
| 5Y | -27.9% | -67.1% | +39.2% | -23.9% |
| 10Y | +215.7% | +421.9% | -206.2% | +167.4% |
| All | +488.6% | +129.6% | +359.0% | +397.2% |
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