+13,685.3%
INTU vs SCHW
+13,125.0%
+560.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -1.9% | -3.4% |
| 7D | -7.5% | -1.3% | -6.2% | -7.1% |
| 30D | -1.9% | -0.4% | -1.6% | -1.8% |
| 3M | +4.9% | +21.7% | -16.8% | -2.0% |
| 6M | -33.2% | +13.0% | -46.2% | -36.1% |
| YTD | -51.4% | +8.0% | -59.4% | -52.8% |
| 1Y | -52.0% | +15.8% | -67.8% | -54.5% |
| 3Y | -40.7% | +87.7% | -128.4% | -53.1% |
| 5Y | -41.7% | +59.7% | -101.4% | -52.8% |
| 10Y | +211.1% | +292.9% | -81.8% | +74.4% |
| All | +13,685.3% | +13,125.0% | +560.3% | +1,812.4% |
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