+8.5%
ETSY vs LII
+2.8%
+5.7%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -1.4% | -3.5% | -4.4% |
| 7D | -10.9% | +2.1% | -13.0% | -11.5% |
| 30D | -14.9% | -12.4% | -2.5% | -11.4% |
| 3M | +5.8% | -24.8% | +30.6% | +13.5% |
| 6M | +29.1% | -25.2% | +54.3% | +38.0% |
| YTD | +31.3% | -20.3% | +51.6% | +36.4% |
| 1Y | +25.1% | -32.9% | +58.1% | +37.7% |
| 3Y | +8.5% | +2.0% | +6.4% | -2.1% |
| All | +8.5% | +2.8% | +5.7% | -2.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling