+7,139.5%
NEE vs SCHW
+52,029.0%
-44,889.5%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.1% | -0.1% | -0.2% |
| 7D | -1.3% | -1.9% | +0.5% | -1.2% |
| 30D | -3.3% | -1.6% | -1.7% | -3.2% |
| 3M | -2.3% | +21.3% | -23.5% | -4.2% |
| 6M | -8.9% | +16.5% | -25.4% | -10.5% |
| YTD | +4.8% | +8.4% | -3.6% | +3.6% |
| 1Y | +18.7% | +15.6% | +3.1% | +16.5% |
| 3Y | +33.2% | +86.8% | -53.6% | +23.9% |
| 5Y | +10.9% | +60.5% | -49.7% | +3.4% |
| 10Y | +251.8% | +297.7% | -46.0% | +193.6% |
| All | +7,139.5% | +52,029.0% | -44,889.5% | +3,618.4% |
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