+1,978.3%
NOW vs SCHW
+761.0%
+1,217.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.9% |
| 7D | +0.3% | +2.0% | -1.7% | -0.5% |
| 30D | -27.0% | -3.6% | -23.3% | -26.0% |
| 3M | -19.6% | -15.0% | -4.7% | -14.3% |
| 6M | +17.5% | +2.6% | +14.8% | +15.8% |
| YTD | -33.3% | -5.7% | -27.6% | -32.1% |
| 1Y | -39.8% | -0.9% | -38.9% | -40.1% |
| 3Y | -19.9% | +79.4% | -99.3% | -38.3% |
| 5Y | -26.1% | +21.2% | -47.3% | -35.4% |
| 10Y | +518.7% | +193.3% | +325.4% | +217.7% |
| All | +1,978.3% | +761.0% | +1,217.2% | +579.9% |
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