+1,805.6%
BA vs SCHW
+52,029.0%
-50,223.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.8% | +2.8% |
| 7D | -0.8% | -1.9% | +1.0% | -0.3% |
| 30D | -9.0% | -1.6% | -7.3% | -8.6% |
| 3M | -5.0% | +21.3% | -26.3% | -10.0% |
| 6M | -1.7% | +16.5% | -18.2% | -6.0% |
| YTD | -3.1% | +8.4% | -11.5% | -5.7% |
| 1Y | -4.3% | +15.6% | -20.0% | -8.6% |
| 3Y | -0.3% | +86.8% | -87.1% | -17.1% |
| 5Y | +0.1% | +60.5% | -60.4% | -14.9% |
| 10Y | +78.0% | +297.7% | -219.8% | +21.9% |
| All | +1,805.6% | +52,029.0% | -50,223.4% | +280.4% |
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 1990-01-01 to 2026-09-11: 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling