+36.8%
ETSY vs LII
-8.4%
+45.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +13.1% |
| 3M | +7.6% | -17.5% | +25.1% | +13.2% |
| 6M | +34.4% | -32.8% | +67.2% | +48.0% |
| YTD | +56.0% | -27.7% | +83.7% | +65.8% |
| 1Y | +43.6% | -28.1% | +71.7% | +52.5% |
| 3Y | +36.8% | -9.7% | +46.4% | +24.3% |
| All | +36.8% | -8.4% | +45.2% | +24.3% |
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