+1,179.0%
BE vs SCHW
+59.4%
+1,119.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.4% |
| 7D | +9.7% | -2.8% | +12.5% | +11.3% |
| 30D | +22.4% | -0.1% | +22.4% | +22.0% |
| 3M | +10.4% | +20.6% | -10.2% | -3.0% |
| 6M | +67.9% | +15.9% | +51.9% | +50.2% |
| YTD | +197.5% | +8.5% | +189.0% | +177.0% |
| 1Y | +310.6% | +17.8% | +292.7% | +264.9% |
| 3Y | +1,657.2% | +88.5% | +1,568.7% | +1,070.3% |
| All | +1,179.0% | +59.4% | +1,119.6% | +735.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling