+73.4%
SCHW vs AMIX
-99.9%
+173.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.2% | -2.0% | -2.2% |
| 7D | -1.3% | -3.4% | +2.1% | -1.3% |
| 30D | -0.4% | -54.4% | +54.0% | -0.3% |
| 3M | +21.7% | -45.7% | +67.4% | +21.6% |
| 6M | +13.0% | -49.2% | +62.1% | +12.9% |
| YTD | +8.0% | -60.3% | +68.4% | +8.0% |
| 1Y | +15.8% | -81.4% | +97.2% | +16.1% |
| All | +73.4% | -99.9% | +173.3% | +78.3% |
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