+1,452.9%
BA vs SCHW
+45,251.3%
-43,798.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.8% | -0.5% |
| 7D | -1.1% | +2.0% | -3.1% | -1.6% |
| 30D | -7.1% | -3.6% | -3.5% | -6.3% |
| 3M | -25.5% | -15.0% | -10.6% | -22.3% |
| 6M | -28.7% | +2.6% | -31.4% | -29.4% |
| YTD | -21.0% | -5.7% | -15.3% | -20.2% |
| 1Y | -11.9% | -0.9% | -11.0% | -12.2% |
| 3Y | -16.2% | +79.4% | -95.5% | -29.5% |
| 5Y | -22.4% | +21.2% | -43.6% | -28.9% |
| 10Y | +24.5% | +193.3% | -168.8% | -8.2% |
| All | +1,452.9% | +45,251.3% | -43,798.4% | +221.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling