+52.6%
ETSY vs DOC
+43.5%
+9.1%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | +3.1% | +4.0% | +5.7% |
| 7D | +4.2% | +8.7% | -4.5% | +0.6% |
| 30D | +35.8% | +7.6% | +28.1% | +31.4% |
| 3M | +11.4% | -5.3% | +16.6% | +14.0% |
| 6M | +50.3% | +27.6% | +22.7% | +34.8% |
| YTD | +73.6% | +32.4% | +41.2% | +51.6% |
| 1Y | +65.2% | +22.9% | +42.3% | +50.1% |
| All | +52.6% | +43.5% | +9.1% | +22.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling