+87.7%
SCHW vs AMC
-67.8%
+155.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.2% | -2.1% |
| 7D | -1.3% | -0.8% | -0.5% | -1.3% |
| 30D | -0.4% | -1.2% | +0.8% | -0.4% |
| 3M | +21.7% | +42.2% | -20.5% | +19.0% |
| 6M | +13.0% | +118.8% | -105.8% | +8.0% |
| YTD | +8.0% | +64.1% | -56.1% | +4.4% |
| 1Y | +15.8% | -9.5% | +25.4% | +14.5% |
| 3Y | +87.7% | -64.3% | +152.1% | +95.5% |
| All | +87.7% | -67.8% | +155.6% | +95.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 3y: compounded portfolio wealth divided by compounded AMC 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…
3y analysis · Full analysis span regression · 6 months rolling