+114.1%
DT vs ETSY
+8.2%
+106.0%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.2% |
| 7D | -1.6% | -4.9% | +3.3% | 0.0% |
| 30D | +3.0% | -8.6% | +11.7% | +5.8% |
| 3M | +26.5% | +4.8% | +21.7% | +23.4% |
| 6M | +35.9% | +38.1% | -2.2% | +20.3% |
| YTD | +17.8% | +31.2% | -13.4% | +4.7% |
| 1Y | +4.1% | +22.1% | -18.0% | -7.4% |
| 3Y | +5.3% | +12.2% | -7.0% | -10.9% |
| 5Y | -27.2% | -66.5% | +39.3% | -9.9% |
| All | +114.1% | +8.2% | +106.0% | +60.9% |
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