-37.0%
DOCS vs ETSY
+45.8%
-82.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.1% | +0.3% | +1.8% |
| 7D | -4.2% | -8.2% | +4.0% | -1.5% |
| 30D | +8.6% | +14.8% | -6.2% | +4.4% |
| 3M | +27.2% | +11.2% | +16.1% | +23.0% |
| 6M | +26.5% | +47.6% | -21.1% | +18.9% |
| YTD | -25.0% | +59.4% | -84.3% | -31.8% |
| 1Y | -37.0% | +38.6% | -75.6% | -40.3% |
| All | -37.0% | +45.8% | -82.8% | -40.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling