+164.3%
INTC vs SCHW
+86.8%
+77.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -5.8% |
| 7D | +9.4% | -2.8% | +12.2% | +10.2% |
| 30D | +2.7% | -0.1% | +2.7% | +2.4% |
| 3M | -6.3% | +20.6% | -26.9% | -12.8% |
| 6M | +114.5% | +15.9% | +98.5% | +100.8% |
| YTD | +171.9% | +8.5% | +163.4% | +162.3% |
| 1Y | +305.0% | +17.8% | +287.2% | +274.3% |
| All | +164.3% | +86.8% | +77.5% | +102.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling