+142.7%
ETSY vs DOV
+298.5%
-155.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.0% | -5.8% | -5.4% |
| 7D | -10.9% | +2.5% | -13.5% | -12.2% |
| 30D | -14.9% | -7.5% | -7.4% | -11.2% |
| 3M | +5.8% | -9.7% | +15.5% | +10.9% |
| 6M | +29.1% | -6.1% | +35.2% | +31.4% |
| YTD | +31.3% | +0.5% | +30.9% | +28.0% |
| 1Y | +25.1% | +10.5% | +14.6% | +14.5% |
| 3Y | +8.5% | +41.7% | -33.2% | -16.0% |
| 5Y | -66.1% | +18.4% | -84.5% | -70.9% |
| 10Y | +410.3% | +289.8% | +120.5% | +145.6% |
| All | +142.7% | +298.5% | -155.7% | -6.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling