+57.7%
GEV vs SCHW
+14.3%
+43.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +3.3% | -0.8% | +4.1% | +3.4% |
| 30D | -7.5% | +1.5% | -8.9% | -7.7% |
| 3M | -2.2% | +24.6% | -26.7% | -6.0% |
| 6M | +12.1% | +14.5% | -2.4% | +10.3% |
| YTD | +44.4% | +10.5% | +33.9% | +43.3% |
| 1Y | +57.7% | +13.4% | +44.3% | +51.3% |
| All | +57.7% | +14.3% | +43.4% | +51.3% |
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