-53.9%
DOCS vs ETSY
-59.9%
+5.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -4.8% | -2.5% | -5.5% |
| 7D | -7.3% | -10.9% | +3.6% | -3.2% |
| 30D | -10.9% | -14.9% | +4.0% | -5.4% |
| 3M | +20.3% | +5.8% | +14.5% | +17.8% |
| 6M | -3.6% | +29.1% | -32.7% | -13.5% |
| YTD | -44.9% | +31.3% | -76.2% | -51.6% |
| 1Y | -64.9% | +25.1% | -90.0% | -69.5% |
| 3Y | +7.6% | +8.5% | -0.9% | -9.5% |
| 5Y | -74.0% | -66.1% | -7.9% | -66.5% |
| All | -53.9% | -59.9% | +5.9% | -46.0% |
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