+43.6%
ETSY vs LII
-28.7%
+72.3%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.1% |
| 7D | -3.7% | +0.4% | -4.2% | -3.8% |
| 30D | +12.8% | -2.4% | +15.1% | +13.0% |
| 3M | +7.6% | -17.5% | +25.1% | +11.7% |
| 6M | +34.4% | -32.8% | +67.2% | +43.1% |
| YTD | +56.0% | -27.7% | +83.7% | +57.9% |
| 1Y | +43.6% | -28.1% | +71.7% | +44.8% |
| All | +43.6% | -28.7% | +72.3% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling