+15,819.0%
MA vs SCHW
+682.4%
+15,136.7%
-62.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.7% | -0.4% | +0.6% |
| 7D | +1.3% | +2.0% | -0.7% | +0.4% |
| 30D | +9.6% | -3.6% | +13.2% | +11.3% |
| 3M | +16.8% | -15.0% | +31.8% | +25.2% |
| 6M | +35.2% | +2.6% | +32.6% | +33.0% |
| YTD | +16.6% | -5.7% | +22.2% | +18.2% |
| 1Y | +19.8% | -0.9% | +20.7% | +18.7% |
| 3Y | +70.7% | +79.4% | -8.7% | +25.9% |
| 5Y | +87.4% | +21.2% | +66.2% | +56.0% |
| 10Y | +570.0% | +193.3% | +376.7% | +236.1% |
| All | +15,819.0% | +682.4% | +15,136.7% | +4,274.3% |
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