-19.8%
HD vs SCHW
+14.3%
-34.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.0% |
| 7D | -2.1% | -0.8% | -1.3% | -2.0% |
| 30D | -8.4% | +1.5% | -9.9% | -8.4% |
| 3M | +4.3% | +24.6% | -20.2% | +4.6% |
| 6M | -11.1% | +14.5% | -25.7% | -10.8% |
| YTD | -4.7% | +10.5% | -15.1% | -5.0% |
| 1Y | -19.8% | +13.4% | -33.2% | -20.8% |
| All | -19.8% | +14.3% | -34.1% | -20.8% |
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 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