+65.2%
ALAB vs SCHW
+14.3%
+50.9%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -1.0% | +10.7% | +9.9% |
| 7D | +7.2% | -0.8% | +8.0% | +7.3% |
| 30D | -2.5% | +1.5% | -4.0% | -2.9% |
| 3M | -13.3% | +24.6% | -37.9% | -19.5% |
| 6M | +172.8% | +14.5% | +158.3% | +164.7% |
| YTD | +86.6% | +10.5% | +76.1% | +88.5% |
| 1Y | +65.2% | +13.4% | +51.8% | +62.9% |
| All | +65.2% | +14.3% | +50.9% | +62.9% |
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