+418.8%
META vs SCHW
+291.7%
+127.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.3% | +6.9% | +6.6% |
| 7D | +10.3% | -1.6% | +11.8% | +10.8% |
| 30D | +9.9% | -1.1% | +10.9% | +10.1% |
| 3M | +11.9% | +20.4% | -8.4% | +5.8% |
| 6M | +1.2% | +13.6% | -12.5% | -3.1% |
| YTD | -0.8% | +7.7% | -8.5% | -3.6% |
| 1Y | -14.3% | +15.2% | -29.5% | -18.6% |
| 3Y | +121.4% | +87.1% | +34.2% | +80.5% |
| 5Y | +74.5% | +57.5% | +17.0% | +45.1% |
| 10Y | +418.8% | +295.1% | +123.7% | +232.5% |
| All | +418.8% | +291.7% | +127.2% | +232.5% |
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