+424.6%
ETSY vs DOV
+300.2%
+124.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.1% |
| 7D | -4.9% | -2.0% | -2.9% | -3.8% |
| 30D | -8.6% | -8.9% | +0.3% | -3.7% |
| 3M | +4.8% | -13.3% | +18.0% | +12.7% |
| 6M | +38.1% | -9.7% | +47.8% | +43.8% |
| YTD | +31.2% | -2.5% | +33.7% | +29.9% |
| 1Y | +22.1% | +7.2% | +14.9% | +13.3% |
| 3Y | +12.2% | +39.4% | -27.2% | -13.4% |
| 5Y | -66.5% | +15.8% | -82.3% | -71.2% |
| All | +424.6% | +300.2% | +124.4% | +184.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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