+319.1%
DELL vs SCHW
+14.3%
+304.8%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.6% |
| 7D | +14.9% | -0.8% | +15.7% | +14.9% |
| 30D | +13.3% | +1.5% | +11.8% | +13.1% |
| 3M | +24.4% | +24.6% | -0.2% | +21.3% |
| 6M | +258.0% | +14.5% | +243.5% | +243.7% |
| YTD | +320.2% | +10.5% | +309.7% | +302.5% |
| 1Y | +319.1% | +13.4% | +305.7% | +296.7% |
| All | +319.1% | +14.3% | +304.8% | +296.7% |
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 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