+73.7%
AMAT vs SCHW
-1.1%
+74.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.3% | +6.3% | +6.0% |
| 7D | +7.0% | -0.6% | +7.6% | +6.8% |
| 30D | -20.6% | -4.4% | -16.2% | -21.0% |
| 3M | -24.8% | -13.6% | -11.2% | -26.3% |
| 6M | -10.7% | +5.9% | -16.7% | -12.5% |
| YTD | +54.3% | -6.2% | +60.5% | +55.5% |
| 1Y | +73.7% | -2.2% | +76.0% | +70.2% |
| All | +73.7% | -1.1% | +74.8% | +70.2% |
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 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