+2,053.0%
LLY vs ETSY
+644.4%
+1,408.6%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +4.6% | -3.5% | +8.1% | +4.8% |
| 30D | +22.4% | +11.4% | +11.0% | +21.3% |
| 3M | +17.1% | +10.9% | +6.3% | +16.1% |
| 6M | +44.6% | +53.5% | -8.9% | +39.7% |
| YTD | +33.5% | +59.3% | -25.8% | +27.8% |
| 1Y | +41.1% | +38.2% | +3.0% | +36.5% |
| 3Y | +143.8% | +39.6% | +104.2% | +130.3% |
| 5Y | +473.4% | -67.6% | +540.9% | +501.4% |
| All | +2,053.0% | +644.4% | +1,408.6% | +1,562.7% |
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