+21.3%
SCHW vs AUR
+6.5%
+14.7%
-6.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2026-06-11 to 2026-09-11.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.1% |
| 7D | -1.9% | +1.4% | -3.3% | -1.9% |
| 30D | -1.6% | -6.4% | +4.8% | -2.0% |
| 3M | +21.3% | +7.7% | +13.6% | +20.8% |
| All | +21.3% | +6.5% | +14.7% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 2026-06-11 to 2026-09-11: compounded portfolio wealth divided by compounded AUR 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…
2026-06-11 to 2026-09-11 analysis · Full analysis span regression · Available span rolling