+304.9%
SCHW vs ETSY
+130.9%
+174.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.2% | +0.7% |
| 7D | -2.8% | -12.7% | +10.0% | -1.1% |
| 30D | -0.1% | -9.9% | +9.9% | +1.2% |
| 3M | +20.6% | +4.2% | +16.4% | +19.6% |
| 6M | +15.9% | +34.2% | -18.2% | +10.9% |
| YTD | +8.5% | +29.1% | -20.6% | +4.0% |
| 1Y | +17.8% | +23.8% | -6.0% | +12.7% |
| 3Y | +88.5% | +6.6% | +81.9% | +79.4% |
| 5Y | +60.6% | -67.0% | +127.6% | +68.9% |
| 10Y | +298.0% | +424.9% | -126.8% | +176.3% |
| All | +304.9% | +130.9% | +174.0% | +170.6% |
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