+24.5%
ALAB vs SCHW
+1.9%
+22.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.6% | -9.0% | -4.5% |
| 7D | -24.9% | +5.2% | -30.1% | -24.9% |
| 30D | -38.4% | -4.7% | -33.7% | -38.1% |
| 3M | -38.3% | -11.9% | -26.3% | -38.0% |
| 6M | +10.9% | +2.7% | +8.2% | +6.2% |
| YTD | +34.2% | -5.6% | +39.8% | +34.9% |
| 1Y | +24.5% | +0.8% | +23.7% | +13.0% |
| All | +24.5% | +1.9% | +22.6% | +13.0% |
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