+1,458.7%
DIS vs SCHW
+53,020.6%
-51,561.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.4% |
| 7D | -2.6% | -0.8% | -1.8% | -2.4% |
| 30D | +3.5% | +1.5% | +2.0% | +3.0% |
| 3M | +6.8% | +24.6% | -17.7% | +0.3% |
| 6M | +3.0% | +14.5% | -11.6% | -1.3% |
| YTD | -6.7% | +10.5% | -17.2% | -10.0% |
| 1Y | -10.1% | +13.4% | -23.5% | -13.9% |
| 3Y | +33.0% | +88.3% | -55.2% | +9.2% |
| 5Y | -40.0% | +62.1% | -102.1% | -49.9% |
| 10Y | +21.1% | +297.3% | -276.2% | -23.7% |
| All | +1,458.7% | +53,020.6% | -51,561.8% | +202.8% |
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