+176.5%
DLR vs ETSY
+431.9%
-255.4%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.6% | +0.1% | +1.5% |
| 7D | +0.1% | -4.9% | +5.0% | +0.7% |
| 30D | -4.3% | -8.6% | +4.3% | -3.4% |
| 3M | +3.8% | +4.8% | -1.0% | +2.9% |
| 6M | +5.8% | +38.1% | -32.3% | +1.2% |
| YTD | +23.5% | +31.2% | -7.7% | +18.3% |
| 1Y | +11.1% | +22.1% | -11.0% | +6.6% |
| 3Y | +57.9% | +12.2% | +45.6% | +49.5% |
| 5Y | +44.0% | -66.5% | +110.4% | +50.4% |
| All | +176.5% | +431.9% | -255.4% | +114.3% |
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 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