+651.5%
ADI vs SCHW
+301.0%
+350.5%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.1% | +4.9% | +4.9% |
| 7D | +4.6% | -1.9% | +6.4% | +5.3% |
| 30D | -1.2% | -1.6% | +0.5% | -0.7% |
| 3M | -7.8% | +21.3% | -29.1% | -15.2% |
| 6M | +19.3% | +16.5% | +2.9% | +10.9% |
| YTD | +40.9% | +8.4% | +32.5% | +34.2% |
| 1Y | +54.5% | +15.6% | +38.9% | +43.2% |
| 3Y | +123.4% | +86.8% | +36.6% | +67.0% |
| 5Y | +142.3% | +60.5% | +81.8% | +83.3% |
| All | +651.5% | +301.0% | +350.5% | +268.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling