+22.1%
ETSY vs DLTR
+19.1%
+3.0%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.8% |
| 7D | -4.9% | -10.1% | +5.2% | -1.9% |
| 30D | -8.6% | -8.1% | -0.5% | -6.3% |
| 3M | +4.8% | +2.9% | +1.9% | +4.5% |
| 6M | +38.1% | +4.3% | +33.7% | +35.6% |
| YTD | +31.2% | -3.9% | +35.2% | +31.2% |
| 1Y | +22.1% | +18.9% | +3.2% | +9.1% |
| All | +22.1% | +19.1% | +3.0% | +9.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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