+1,802.0%
LLY vs ETSY
+146.8%
+1,655.2%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.7% | +5.8% | -0.4% |
| 7D | -2.1% | -8.5% | +6.3% | -1.5% |
| 30D | -1.6% | -10.9% | +9.3% | -0.9% |
| 3M | +2.3% | +14.1% | -11.8% | +1.1% |
| 6M | +14.9% | +37.5% | -22.6% | +11.6% |
| YTD | +7.5% | +38.0% | -30.5% | +4.1% |
| 1Y | +55.7% | +46.5% | +9.1% | +49.3% |
| 3Y | +110.6% | +2.5% | +108.1% | +104.2% |
| 5Y | +363.4% | -65.3% | +428.7% | +378.1% |
| 10Y | +1,649.0% | +451.6% | +1,197.4% | +1,270.6% |
| All | +1,802.0% | +146.8% | +1,655.2% | +1,333.1% |
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 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