+3,068.2%
LITE vs ETSY
+389.5%
+2,678.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.7% | +7.4% | +6.0% |
| 7D | -35.9% | +1.1% | -37.0% | -36.2% |
| 30D | -51.5% | +25.8% | -77.3% | -54.1% |
| 3M | -35.7% | +9.3% | -45.1% | -37.7% |
| 6M | -43.0% | +38.4% | -81.4% | -48.0% |
| YTD | +46.1% | +62.2% | -16.1% | +27.1% |
| 1Y | +124.7% | +58.3% | +66.4% | +96.3% |
| 3Y | +1,172.1% | +42.6% | +1,129.5% | +994.1% |
| 5Y | +477.0% | -65.4% | +542.4% | +526.8% |
| 10Y | +1,465.7% | +685.4% | +780.3% | +790.3% |
| All | +3,068.2% | +389.5% | +2,678.6% | +1,664.8% |
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