+41.5%
DLR vs ETSY
-67.3%
+108.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.5% | -2.0% |
| 7D | -1.3% | -12.7% | +11.4% | +0.4% |
| 30D | -2.9% | -9.9% | +7.1% | -1.7% |
| 3M | +3.2% | +4.2% | -0.9% | +2.3% |
| 6M | +3.9% | +34.2% | -30.3% | -1.0% |
| YTD | +21.4% | +29.1% | -7.7% | +15.8% |
| 1Y | +9.7% | +23.8% | -14.1% | +4.2% |
| 3Y | +56.5% | +6.6% | +49.9% | +47.5% |
| 5Y | +41.5% | -67.0% | +108.5% | +46.7% |
| All | +41.5% | -67.3% | +108.8% | +46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling