+11.6%
PLTR vs SCHW
+14.3%
-2.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.0% | -3.5% | -4.1% |
| 7D | -6.4% | -0.8% | -5.6% | -6.1% |
| 30D | +10.0% | +1.5% | +8.6% | +9.3% |
| 3M | +23.0% | +24.6% | -1.5% | +12.6% |
| 6M | +13.8% | +14.5% | -0.7% | +6.8% |
| YTD | -1.9% | +10.5% | -12.4% | -7.0% |
| 1Y | +11.6% | +13.4% | -1.7% | +4.7% |
| All | +11.6% | +14.3% | -2.6% | +4.7% |
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