+77.3%
SCHW vs AMIX
-99.9%
+177.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +0.9% | -1.0% |
| 7D | -0.8% | -13.7% | +12.9% | -0.8% |
| 30D | +1.5% | -62.1% | +63.5% | +1.6% |
| 3M | +24.6% | -46.2% | +70.7% | +24.4% |
| 6M | +14.5% | -46.4% | +61.0% | +14.4% |
| YTD | +10.5% | -60.3% | +70.7% | +10.4% |
| 1Y | +13.4% | -79.7% | +93.0% | +13.6% |
| All | +77.3% | -99.9% | +177.2% | +82.4% |
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 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