+0.8%
SCHW vs ETSY
+60.7%
-60.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +7.1% | -2.5% | +3.9% |
| 7D | +5.2% | +4.2% | +1.0% | +4.7% |
| 30D | -4.7% | +35.8% | -40.4% | -7.4% |
| 3M | -11.9% | +11.4% | -23.3% | -12.9% |
| 6M | +2.7% | +50.3% | -47.6% | -1.5% |
| YTD | -5.6% | +73.6% | -79.2% | -11.2% |
| 1Y | +0.8% | +65.2% | -64.4% | -4.5% |
| All | +0.8% | +60.7% | -60.0% | -4.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling