+295.1%
SCHW vs AMBA
+2.6%
+292.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.4% | -8.7% | -1.9% |
| 7D | -1.6% | +2.5% | -4.0% | -2.2% |
| 30D | -1.1% | -16.1% | +15.1% | +2.1% |
| 3M | +20.4% | +4.6% | +15.7% | +16.2% |
| 6M | +13.6% | +29.2% | -15.6% | +2.7% |
| YTD | +7.7% | -2.9% | +10.6% | +2.7% |
| 1Y | +15.2% | -18.7% | +33.9% | +12.4% |
| 3Y | +87.1% | +14.9% | +72.3% | +58.5% |
| 5Y | +57.5% | -53.0% | +110.5% | +48.7% |
| 10Y | +295.1% | +8.3% | +286.8% | +160.2% |
| All | +295.1% | +2.6% | +292.5% | +160.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 10y: compounded portfolio wealth divided by compounded AMBA 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…
10y analysis · Full analysis span regression · 6 months rolling