-41.7%
INTU vs SCHW
+86.8%
-128.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.7% |
| 7D | -9.2% | -2.8% | -6.4% | -8.2% |
| 30D | -7.0% | -0.1% | -7.0% | -6.9% |
| 3M | +10.5% | +20.6% | -10.0% | +3.1% |
| 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% |
| All | -41.7% | +86.8% | -128.5% | -53.1% |
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