+247.6%
DIA vs ETSY
+431.9%
-184.3%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.7% | +0.8% |
| 7D | -1.6% | -4.9% | +3.3% | -1.0% |
| 30D | -2.0% | -8.6% | +6.6% | -1.1% |
| 3M | +3.6% | +4.8% | -1.2% | +2.8% |
| 6M | +11.5% | +38.1% | -26.6% | +6.6% |
| YTD | +10.4% | +31.2% | -20.9% | +5.8% |
| 1Y | +15.6% | +22.1% | -6.5% | +11.0% |
| 3Y | +58.9% | +12.2% | +46.6% | +50.6% |
| 5Y | +65.3% | -66.5% | +131.8% | +73.1% |
| All | +247.6% | +431.9% | -184.3% | +161.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling