+46.5%
ETSY vs SCHG
+16.6%
+29.9%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.9% | -6.0% |
| 7D | -8.5% | -0.7% | -7.8% | -7.9% |
| 30D | -10.9% | +0.2% | -11.1% | -11.0% |
| 3M | +14.1% | +2.2% | +11.9% | +12.1% |
| 6M | +37.5% | +15.0% | +22.5% | +19.7% |
| YTD | +38.0% | +9.2% | +28.8% | +27.1% |
| 1Y | +46.5% | +15.7% | +30.8% | +39.2% |
| All | +46.5% | +16.6% | +29.9% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling