-8.6%
PATH vs SCHW
-1.1%
-7.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.3% | +2.7% | +2.6% |
| 7D | -2.7% | -0.6% | -2.1% | -2.4% |
| 30D | -1.4% | -4.4% | +3.1% | +1.0% |
| 3M | -16.4% | -13.6% | -2.8% | -9.2% |
| 6M | +23.3% | +5.9% | +17.3% | +17.6% |
| YTD | -19.8% | -6.2% | -13.6% | -20.4% |
| 1Y | -8.6% | -2.2% | -6.3% | -14.3% |
| All | -8.6% | -1.1% | -7.5% | -14.3% |
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 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