+653.8%
ETSY vs LDOS
+241.3%
+412.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.6% | +3.1% |
| 7D | -8.2% | -1.3% | -6.9% | -7.8% |
| 30D | +14.8% | +10.1% | +4.7% | +10.6% |
| 3M | +11.2% | -4.7% | +15.8% | +12.6% |
| 6M | +47.6% | +5.6% | +42.0% | +42.6% |
| YTD | +59.4% | -25.1% | +84.5% | +76.3% |
| 1Y | +38.6% | -31.7% | +70.3% | +58.7% |
| 3Y | +39.7% | +33.7% | +6.0% | +17.1% |
| 5Y | -65.1% | +54.4% | -119.5% | -73.1% |
| 10Y | +653.8% | +236.4% | +417.4% | +287.3% |
| All | +653.8% | +241.3% | +412.6% | +287.3% |
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