+22.5%
MA vs SCHW
+1.9%
+20.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +4.6% | -0.6% | +2.6% |
| 7D | +10.2% | +5.2% | +5.0% | +8.7% |
| 30D | +19.3% | -4.7% | +24.0% | +20.7% |
| 3M | +18.0% | -11.9% | +29.9% | +22.0% |
| 6M | +33.7% | +2.7% | +31.0% | +32.5% |
| YTD | +18.6% | -5.6% | +24.2% | +17.1% |
| 1Y | +22.5% | +0.8% | +21.7% | +18.0% |
| All | +22.5% | +1.9% | +20.6% | +18.0% |
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