+261.9%
LMT vs ETSY
+129.6%
+132.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | +0.1% | -2.1% |
| 7D | -1.3% | -12.9% | +11.6% | -0.8% |
| 30D | -12.5% | -11.5% | -1.1% | -12.1% |
| 3M | -0.5% | +3.5% | -4.0% | -0.7% |
| 6M | -20.0% | +27.6% | -47.7% | -21.1% |
| YTD | +10.4% | +28.4% | -18.0% | +8.8% |
| 1Y | +17.7% | +27.1% | -9.4% | +15.7% |
| 3Y | +34.3% | +6.0% | +28.2% | +31.8% |
| 5Y | +71.8% | -67.1% | +139.0% | +75.8% |
| 10Y | +187.0% | +421.9% | -234.9% | +144.4% |
| All | +261.9% | +129.6% | +132.2% | +204.9% |
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