+40.8%
ETSY vs LDOS
+30.5%
+10.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | -1.0% | -1.6% | +0.6% | -0.7% |
| 30D | +7.3% | +8.2% | -0.9% | +5.1% |
| 3M | +10.3% | -8.2% | +18.5% | +12.2% |
| 6M | +55.1% | +5.8% | +49.2% | +51.2% |
| YTD | +60.5% | -27.0% | +87.5% | +74.9% |
| 1Y | +52.2% | -31.0% | +83.2% | +67.3% |
| 3Y | +40.8% | +29.3% | +11.5% | +22.4% |
| All | +40.8% | +30.5% | +10.3% | +22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling