+65.2%
ETSY vs DGX
+45.0%
+20.2%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +3.5% | +3.6% | +6.8% |
| 7D | +4.2% | +4.1% | +0.1% | +3.9% |
| 30D | +35.8% | +10.5% | +25.2% | +35.3% |
| 3M | +11.4% | +9.8% | +1.5% | +10.9% |
| 6M | +50.3% | +34.6% | +15.7% | +51.8% |
| YTD | +73.6% | +49.8% | +23.8% | +67.8% |
| 1Y | +65.2% | +46.0% | +19.1% | +58.1% |
| All | +65.2% | +45.0% | +20.2% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 DGX 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