+1,568.0%
LITE vs ETSY
+644.4%
+923.5%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.1% | -3.5% | -3.6% |
| 7D | +22.6% | -3.5% | +26.1% | +23.5% |
| 30D | -36.8% | +11.4% | -48.1% | -38.6% |
| 3M | -33.0% | +10.9% | -43.9% | -35.5% |
| 6M | -37.1% | +53.5% | -90.6% | -44.3% |
| YTD | +69.5% | +59.3% | +10.2% | +46.3% |
| 1Y | +146.1% | +38.2% | +107.9% | +119.8% |
| 3Y | +1,440.8% | +39.6% | +1,401.2% | +1,212.1% |
| 5Y | +580.4% | -67.6% | +648.0% | +660.6% |
| All | +1,568.0% | +644.4% | +923.5% | +693.2% |
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