+36,968.5%
ADI vs SCHW
+52,067.9%
-15,099.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.8% | -1.3% |
| 7D | +1.3% | -2.8% | +4.1% | +2.4% |
| 30D | -6.0% | -0.1% | -5.9% | -6.1% |
| 3M | -7.7% | +20.6% | -28.3% | -14.9% |
| 6M | +14.0% | +15.9% | -2.0% | +6.1% |
| YTD | +34.4% | +8.5% | +25.9% | +27.9% |
| 1Y | +48.0% | +17.8% | +30.1% | +36.1% |
| 3Y | +113.3% | +88.5% | +24.8% | +60.2% |
| 5Y | +131.1% | +60.6% | +70.5% | +76.3% |
| 10Y | +628.7% | +298.0% | +330.7% | +265.2% |
| All | +36,968.5% | +52,067.9% | -15,099.3% | +2,612.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling