+50.9%
SCHW vs AMIX
-99.9%
+150.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.8% | -8.5% | +0.3% |
| 7D | +4.2% | +11.4% | -7.2% | +4.2% |
| 30D | -3.8% | -40.5% | +36.7% | -3.7% |
| 3M | -13.6% | -80.1% | +66.5% | -13.4% |
| 6M | +5.3% | -74.8% | +80.1% | +5.2% |
| YTD | -6.0% | -84.0% | +78.0% | -5.9% |
| 1Y | -1.4% | -89.7% | +88.3% | -1.3% |
| All | +50.9% | -99.9% | +150.9% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 5y: compounded portfolio wealth divided by compounded AMIX 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…
5y analysis · Full analysis span regression · 6 months rolling