+615.0%
F vs SCHW
+53,020.6%
-52,405.6%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.4% | +1.8% |
| 7D | +5.3% | -0.8% | +6.1% | +5.6% |
| 30D | +4.6% | +1.5% | +3.1% | +4.1% |
| 3M | -3.7% | +24.6% | -28.2% | -10.2% |
| 6M | +16.8% | +14.5% | +2.3% | +11.3% |
| YTD | +15.3% | +10.5% | +4.8% | +10.8% |
| 1Y | +31.0% | +13.4% | +17.6% | +24.7% |
| 3Y | +45.4% | +88.3% | -42.8% | +16.9% |
| 5Y | +54.7% | +62.1% | -7.4% | +27.9% |
| 10Y | +98.2% | +297.3% | -199.0% | +24.0% |
| All | +615.0% | +53,020.6% | -52,405.6% | +36.1% |
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