+51,567.6%
SCHW vs ADP
+10,788.9%
+40,778.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | ADP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.0% | -1.1% | -0.8% |
| 7D | -1.9% | -2.8% | +0.9% | 0.0% |
| 30D | -1.6% | +0.2% | -1.9% | -2.0% |
| 3M | +21.3% | +20.5% | +0.8% | +5.8% |
| 6M | +16.5% | +28.8% | -12.3% | -4.0% |
| YTD | +8.4% | +6.6% | +1.8% | +1.3% |
| 1Y | +15.6% | -6.9% | +22.5% | +18.2% |
| 3Y | +86.8% | +16.1% | +70.7% | +60.2% |
| 5Y | +60.5% | +49.3% | +11.2% | +13.0% |
| 10Y | +297.7% | +285.8% | +12.0% | +33.0% |
| All | +51,567.6% | +10,788.9% | +40,778.8% | +2,142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ADP.
Daily Out/Under-Performance
Portfolio return minus ADP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADP 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 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded ADP 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling