-49.7%
INTU vs SCHW
+14.3%
-63.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.0% |
| 7D | -7.1% | -0.8% | -6.3% | -6.8% |
| 30D | +1.5% | +1.5% | 0.0% | +1.0% |
| 3M | +10.7% | +24.6% | -13.9% | +1.5% |
| 6M | -23.8% | +14.5% | -38.4% | -28.1% |
| YTD | -49.3% | +10.5% | -59.8% | -51.3% |
| 1Y | -49.7% | +13.4% | -63.0% | -52.2% |
| All | -49.7% | +14.3% | -63.9% | -52.2% |
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