+79.3%
ADI vs SCHW
+1.9%
+77.4%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.6% | -7.8% | -2.8% |
| 7D | -5.1% | +5.2% | -10.3% | -4.6% |
| 30D | -3.1% | -4.7% | +1.6% | -3.4% |
| 3M | +7.1% | -11.9% | +19.1% | +6.0% |
| 6M | +2.9% | +2.7% | +0.2% | +3.5% |
| YTD | +51.1% | -5.6% | +56.8% | +50.7% |
| 1Y | +79.3% | +0.8% | +78.5% | +70.6% |
| All | +79.3% | +1.9% | +77.4% | +70.6% |
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