+58.3%
ETSY vs LUMN
-63.6%
+121.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.3% | -2.0% | -1.8% |
| 7D | +1.1% | -18.2% | +19.3% | +3.0% |
| 30D | +25.8% | -32.5% | +58.3% | +30.2% |
| 3M | +9.3% | -32.4% | +41.7% | +12.9% |
| 6M | +38.4% | -59.3% | +97.7% | +51.5% |
| YTD | +62.2% | -48.6% | +110.9% | +69.2% |
| 1Y | +58.3% | -63.5% | +121.9% | +63.1% |
| All | +58.3% | -63.6% | +121.9% | +63.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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