+2,502.5%
LITE vs ETSY
+407.5%
+2,095.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -4.8% | +15.9% | +12.1% |
| 7D | +12.6% | -10.9% | +23.5% | +15.3% |
| 30D | +9.9% | -14.9% | +24.8% | +13.3% |
| 3M | +9.3% | +5.8% | +3.5% | +6.4% |
| 6M | +75.2% | +29.1% | +46.1% | +61.1% |
| YTD | +165.5% | +31.3% | +134.1% | +141.4% |
| 1Y | +555.0% | +25.1% | +529.9% | +495.1% |
| 3Y | +1,870.5% | +8.5% | +1,862.0% | +1,690.8% |
| 5Y | +1,009.8% | -66.1% | +1,075.9% | +1,122.2% |
| 10Y | +2,502.5% | +410.3% | +2,092.2% | +1,387.1% |
| All | +2,502.5% | +407.5% | +2,095.0% | +1,387.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling