+295.2%
SCHW vs ASX
+974.7%
-679.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ASX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.3% | +4.0% | +1.5% |
| 7D | -2.8% | +6.5% | -9.3% | -4.2% |
| 30D | -0.1% | +3.1% | -3.2% | -1.1% |
| 3M | +20.6% | +17.4% | +3.2% | +13.5% |
| 6M | +15.9% | +85.4% | -69.5% | -5.0% |
| YTD | +8.5% | +150.1% | -141.6% | -18.8% |
| 1Y | +17.8% | +256.3% | -238.4% | -20.8% |
| 3Y | +88.5% | +446.9% | -358.3% | +7.3% |
| 5Y | +60.6% | +447.1% | -386.5% | -11.8% |
| All | +295.2% | +974.7% | -679.5% | +66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ASX.
Daily Out/Under-Performance
Portfolio return minus ASX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASX 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 10y: compounded portfolio wealth divided by compounded ASX 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…
10y analysis · Full analysis span regression · 6 months rolling