+54.0%
HL vs SCHW
+52,067.9%
-52,013.9%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.0% |
| 7D | -5.6% | -2.8% | -2.8% | -5.4% |
| 30D | +12.7% | -0.1% | +12.8% | +12.7% |
| 3M | +42.5% | +20.6% | +21.9% | +40.1% |
| 6M | -9.0% | +15.9% | -25.0% | -10.3% |
| YTD | +4.4% | +8.5% | -4.1% | +3.5% |
| 1Y | +82.7% | +17.8% | +64.8% | +79.8% |
| 3Y | +406.3% | +88.5% | +317.8% | +378.6% |
| 5Y | +238.2% | +60.6% | +177.5% | +221.3% |
| 10Y | +268.9% | +298.0% | -29.2% | +227.3% |
| All | +54.0% | +52,067.9% | -52,013.9% | +94.9% |
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