+45.7%
DUK vs ETSY
+8.1%
+37.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | 0.0% |
| 7D | -0.7% | -4.9% | +4.2% | -0.6% |
| 30D | -2.4% | -8.6% | +6.2% | -2.3% |
| 3M | -3.0% | +4.8% | -7.8% | -3.0% |
| 6M | -6.6% | +38.1% | -44.6% | -7.0% |
| YTD | +4.6% | +31.2% | -26.7% | +4.0% |
| 1Y | +1.2% | +22.1% | -20.9% | +0.6% |
| 3Y | +45.7% | +12.2% | +33.4% | +42.3% |
| All | +45.7% | +8.1% | +37.6% | +42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling