-42.3%
ACN vs SCHW
+86.8%
-129.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.7% | +0.5% | +1.0% |
| 7D | -7.9% | -2.8% | -5.1% | -7.1% |
| 30D | -1.1% | -0.1% | -1.0% | -1.0% |
| 3M | +5.6% | +20.6% | -15.0% | +0.4% |
| 6M | -9.9% | +15.9% | -25.9% | -13.7% |
| YTD | -32.3% | +8.5% | -40.8% | -34.2% |
| 1Y | -25.3% | +17.8% | -43.2% | -28.6% |
| All | -42.3% | +86.8% | -129.1% | -51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling