+664.1%
ETSY vs DOC
+15.7%
+648.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -2.0% |
| 7D | +1.1% | +6.5% | -5.4% | -1.4% |
| 30D | +25.8% | +9.2% | +16.6% | +21.2% |
| 3M | +9.3% | -2.5% | +11.8% | +10.5% |
| 6M | +38.4% | +7.1% | +31.3% | +34.4% |
| YTD | +62.2% | +33.0% | +29.2% | +42.3% |
| 1Y | +58.3% | +23.3% | +35.1% | +43.5% |
| 3Y | +42.6% | +44.9% | -2.4% | +19.6% |
| 5Y | -65.4% | -21.6% | -43.8% | -63.3% |
| All | +664.1% | +15.7% | +648.4% | +580.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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