+18.7%
PATH vs SCHW
+17.4%
+1.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -2.2% | -5.6% | -6.4% |
| 7D | -22.8% | -1.3% | -21.5% | -21.9% |
| 30D | -6.9% | -0.4% | -6.5% | -6.7% |
| 3M | +25.4% | +21.7% | +3.7% | +10.5% |
| 6M | +18.1% | +13.0% | +5.2% | +8.4% |
| YTD | -14.5% | +8.0% | -22.5% | -20.3% |
| 1Y | +18.7% | +15.8% | +2.9% | +4.0% |
| All | +18.7% | +17.4% | +1.3% | +4.0% |
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