+266.1%
DIA vs ETSY
+134.9%
+131.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.8% | +3.7% | -0.6% |
| 7D | +0.1% | -10.9% | +11.0% | +1.2% |
| 30D | -2.1% | -14.9% | +12.8% | -0.5% |
| 3M | +4.2% | +5.8% | -1.6% | +3.3% |
| 6M | +11.9% | +29.1% | -17.2% | +8.2% |
| YTD | +10.8% | +31.3% | -20.5% | +6.7% |
| 1Y | +17.5% | +25.1% | -7.6% | +13.0% |
| 3Y | +59.9% | +8.5% | +51.5% | +53.1% |
| 5Y | +64.1% | -66.1% | +130.2% | +70.5% |
| 10Y | +246.2% | +410.3% | -164.1% | +169.7% |
| All | +266.1% | +134.9% | +131.2% | +181.4% |
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