+294.9%
SCHW vs AMT
+109.6%
+185.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -0.8% |
| 7D | -1.9% | +1.1% | -3.0% | -2.2% |
| 30D | -1.6% | +4.4% | -6.0% | -2.7% |
| 3M | +21.3% | -5.2% | +26.4% | +22.7% |
| 6M | +16.5% | -0.8% | +17.3% | +16.2% |
| YTD | +8.4% | +3.3% | +5.1% | +6.5% |
| 1Y | +15.6% | -6.0% | +21.6% | +16.5% |
| 3Y | +86.8% | +9.6% | +77.3% | +74.9% |
| 5Y | +60.5% | -29.2% | +89.8% | +69.5% |
| All | +294.9% | +109.6% | +185.3% | +302.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded AMT 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling