+2,278.5%
LLY vs ETSY
+185.0%
+2,093.5%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.8% | +0.2% |
| 7D | +1.4% | -8.2% | +9.6% | +2.0% |
| 30D | +21.5% | +14.8% | +6.7% | +20.2% |
| 3M | +18.5% | +11.2% | +7.3% | +17.4% |
| 6M | +49.1% | +47.6% | +1.5% | +44.5% |
| YTD | +34.4% | +59.4% | -25.0% | +28.7% |
| 1Y | +46.3% | +38.6% | +7.7% | +41.5% |
| 3Y | +145.5% | +39.7% | +105.8% | +132.3% |
| 5Y | +472.7% | -65.1% | +537.8% | +492.6% |
| 10Y | +2,050.0% | +653.8% | +1,396.1% | +1,547.2% |
| All | +2,278.5% | +185.0% | +2,093.5% | +1,671.4% |
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