+11.9%
ACN vs SCHW
+1.9%
+10.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +4.6% | -0.8% | +1.3% |
| 7D | +8.6% | +5.2% | +3.4% | +5.6% |
| 30D | +36.6% | -4.7% | +41.3% | +40.1% |
| 3M | +56.3% | -11.9% | +68.3% | +67.7% |
| 6M | +49.7% | +2.7% | +46.9% | +47.5% |
| YTD | +1.3% | -5.6% | +7.0% | +2.2% |
| 1Y | +11.9% | +0.8% | +11.2% | +10.4% |
| All | +11.9% | +1.9% | +10.0% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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