+35.0%
LMT vs ETSY
+8.1%
+26.9%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.8% | -1.1% |
| 7D | -0.2% | -4.9% | +4.7% | -0.2% |
| 30D | -13.1% | -8.6% | -4.4% | -13.0% |
| 3M | -3.9% | +4.8% | -8.7% | -3.9% |
| 6M | -18.3% | +38.1% | -56.3% | -18.5% |
| YTD | +10.3% | +31.2% | -20.9% | +10.0% |
| 1Y | +14.2% | +22.1% | -7.9% | +13.7% |
| 3Y | +35.0% | +12.2% | +22.7% | +34.1% |
| All | +35.0% | +8.1% | +26.9% | +34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling