+188.9%
AMAT vs SCHW
+14.3%
+174.7%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.0% | +5.3% | +4.2% |
| 7D | -1.5% | -0.8% | -0.7% | -1.6% |
| 30D | -14.8% | +1.5% | -16.3% | -14.6% |
| 3M | -9.3% | +24.6% | -33.8% | -8.4% |
| 6M | +27.4% | +14.5% | +12.9% | +31.1% |
| YTD | +77.6% | +10.5% | +67.1% | +84.5% |
| 1Y | +188.9% | +13.4% | +175.6% | +195.5% |
| All | +188.9% | +14.3% | +174.7% | +195.5% |
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 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