+40.8%
ETSY vs LTH
+241.8%
-201.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | +0.3% |
| 7D | -1.0% | -1.3% | +0.2% | -0.7% |
| 30D | +7.3% | +15.7% | -8.3% | +3.2% |
| 3M | +10.3% | +5.0% | +5.3% | +8.7% |
| 6M | +55.1% | +37.7% | +17.4% | +42.7% |
| YTD | +60.5% | +75.0% | -14.5% | +37.9% |
| 1Y | +52.2% | +82.6% | -30.5% | +29.2% |
| 3Y | +40.8% | +241.3% | -200.5% | -0.9% |
| All | +40.8% | +241.8% | -201.0% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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