+40.0%
PATH vs SCHW
+14.3%
+25.7%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.6% | -1.0% | -15.6% | -16.1% |
| 7D | -16.3% | -0.8% | -15.5% | -15.9% |
| 30D | +9.9% | +1.5% | +8.4% | +9.0% |
| 3M | +30.2% | +24.6% | +5.6% | +15.3% |
| 6M | +37.2% | +14.5% | +22.7% | +26.8% |
| YTD | -7.3% | +10.5% | -17.8% | -13.1% |
| 1Y | +40.0% | +13.4% | +26.6% | +26.4% |
| All | +40.0% | +14.3% | +25.7% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling