+421.9%
ETSY vs LDOS
+258.9%
+163.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.4% | -1.9% |
| 7D | -12.9% | -4.2% | -8.7% | -11.5% |
| 30D | -11.5% | -7.9% | -3.6% | -8.9% |
| 3M | +3.5% | +4.1% | -0.6% | +1.0% |
| 6M | +27.6% | -28.2% | +55.8% | +43.5% |
| YTD | +28.4% | -28.5% | +57.0% | +44.9% |
| 1Y | +27.1% | -27.7% | +54.8% | +42.1% |
| 3Y | +6.0% | +38.4% | -32.3% | -12.1% |
| 5Y | -67.1% | +38.0% | -105.1% | -73.2% |
| 10Y | +421.9% | +262.1% | +159.9% | +195.0% |
| All | +421.9% | +258.9% | +163.0% | +195.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 LDOS 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