+263.7%
DIA vs ETSY
+187.1%
+76.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | 0.0% |
| 7D | +2.1% | -1.0% | +3.2% | +2.2% |
| 30D | +1.5% | +7.3% | -5.8% | +0.6% |
| 3M | -2.4% | +10.3% | -12.7% | -3.7% |
| 6M | +6.0% | +55.1% | -49.1% | +0.7% |
| YTD | +10.1% | +60.5% | -50.5% | +3.6% |
| 1Y | +11.8% | +52.2% | -40.4% | +5.8% |
| 3Y | +59.7% | +40.8% | +18.9% | +48.6% |
| 5Y | +57.9% | -67.3% | +125.2% | +64.5% |
| 10Y | +236.2% | +659.4% | -423.2% | +153.6% |
| All | +263.7% | +187.1% | +76.6% | +173.2% |
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