+286.7%
LHX vs ETSY
+130.9%
+155.8%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.6% | -1.4% | -0.9% |
| 7D | -4.8% | -12.7% | +7.9% | -3.9% |
| 30D | -12.7% | -9.9% | -2.8% | -12.2% |
| 3M | -17.6% | +4.2% | -21.8% | -18.0% |
| 6M | -30.7% | +34.2% | -64.9% | -32.4% |
| YTD | -14.3% | +29.1% | -43.5% | -16.3% |
| 1Y | -8.4% | +23.8% | -32.2% | -10.6% |
| 3Y | +56.7% | +6.6% | +50.0% | +52.3% |
| 5Y | +18.5% | -67.0% | +85.5% | +21.8% |
| 10Y | +229.6% | +424.9% | -195.3% | +153.5% |
| All | +286.7% | +130.9% | +155.8% | +200.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 all: compounded portfolio wealth divided by compounded ETSY 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…
all analysis · Full analysis span regression · 6 months rolling