+51.4%
SCHW vs AMIX
-100.0%
+151.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.7% |
| 7D | +2.0% | -9.9% | +11.9% | +2.0% |
| 30D | -3.6% | -52.8% | +49.1% | -3.5% |
| 3M | -15.0% | -80.0% | +65.1% | -14.8% |
| 6M | +2.6% | -80.2% | +82.9% | +2.6% |
| YTD | -5.7% | -88.1% | +82.5% | -5.6% |
| 1Y | -0.9% | -91.1% | +90.2% | -0.8% |
| All | +51.4% | -100.0% | +151.3% | +55.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling