+2,771.1%
NOW vs SCHW
+908.5%
+1,862.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.6% |
| 7D | -2.4% | -0.8% | -1.6% | -2.0% |
| 30D | +20.5% | +1.5% | +19.0% | +19.7% |
| 3M | +18.3% | +24.6% | -6.2% | +7.9% |
| 6M | +24.1% | +14.5% | +9.5% | +17.0% |
| YTD | -7.8% | +10.5% | -18.3% | -11.9% |
| 1Y | -21.4% | +13.4% | -34.8% | -25.9% |
| 3Y | +19.5% | +88.3% | -68.7% | -9.7% |
| 5Y | +4.1% | +62.1% | -58.0% | -19.3% |
| 10Y | +826.4% | +297.3% | +529.1% | +309.5% |
| All | +2,771.1% | +908.5% | +1,862.6% | +782.3% |
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