+4,521.4%
DELL vs SCHW
+305.6%
+4,215.8%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +0.7% | -6.1% | -5.6% |
| 7D | -1.9% | -2.8% | +0.9% | -0.9% |
| 30D | +14.9% | -0.1% | +14.9% | +14.8% |
| 3M | +37.2% | +20.6% | +16.6% | +27.3% |
| 6M | +254.0% | +15.9% | +238.0% | +231.7% |
| YTD | +306.1% | +8.5% | +297.7% | +288.8% |
| 1Y | +312.3% | +17.8% | +294.4% | +281.5% |
| 3Y | +654.0% | +88.5% | +565.5% | +482.5% |
| 5Y | +1,055.3% | +60.6% | +994.7% | +816.4% |
| 10Y | +3,948.9% | +298.0% | +3,650.9% | +2,295.6% |
| All | +4,521.4% | +305.6% | +4,215.8% | +2,630.0% |
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