+209.1%
INTU vs SCHW
+301.3%
-92.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -9.2% | -2.8% | -6.4% | -8.2% |
| 30D | -7.0% | -0.1% | -7.0% | -7.0% |
| 3M | +10.5% | +20.6% | -10.0% | +3.2% |
| 6M | -30.6% | +15.9% | -46.5% | -34.5% |
| YTD | -52.3% | +8.5% | -60.8% | -53.9% |
| 1Y | -51.8% | +17.8% | -69.7% | -54.8% |
| 3Y | -41.8% | +88.5% | -130.4% | -54.7% |
| 5Y | -42.8% | +60.6% | -103.5% | -54.3% |
| All | +209.1% | +301.3% | -92.2% | +70.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling