+330.1%
DLR vs ETSY
+146.8%
+183.3%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.7% | +7.0% | +1.0% |
| 7D | +1.6% | -8.5% | +10.0% | +2.5% |
| 30D | -3.4% | -10.9% | +7.5% | -2.3% |
| 3M | +0.5% | +14.1% | -13.6% | -1.1% |
| 6M | +4.6% | +37.5% | -32.9% | +0.5% |
| YTD | +23.4% | +38.0% | -14.6% | +18.2% |
| 1Y | +19.0% | +46.5% | -27.5% | +12.5% |
| 3Y | +56.5% | +2.5% | +54.0% | +50.8% |
| 5Y | +33.3% | -65.3% | +98.6% | +37.8% |
| 10Y | +165.1% | +451.6% | -286.5% | +116.4% |
| All | +330.1% | +146.8% | +183.3% | +258.2% |
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