+10.4%
ETSY vs DOV
+35.8%
-25.4%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.1% | +2.7% | +1.5% |
| 7D | -12.7% | -1.9% | -10.8% | -12.0% |
| 30D | -9.9% | -9.9% | -0.1% | -5.8% |
| 3M | +4.2% | -12.1% | +16.3% | +9.4% |
| 6M | +34.2% | -10.4% | +44.6% | +38.5% |
| YTD | +29.1% | -3.3% | +32.4% | +27.0% |
| 1Y | +23.8% | +7.8% | +16.0% | +14.0% |
| All | +10.4% | +35.8% | -25.4% | -25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling