+13.4%
SCHW vs BEN
+42.6%
-29.2%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +3.5% | -4.5% | -2.2% |
| 7D | -0.8% | +0.2% | -1.0% | -0.9% |
| 30D | +1.5% | -0.5% | +2.0% | +1.6% |
| 3M | +24.6% | +9.7% | +14.8% | +20.0% |
| 6M | +14.5% | +33.9% | -19.4% | +1.1% |
| YTD | +10.5% | +49.0% | -38.5% | -7.2% |
| 1Y | +13.4% | +42.1% | -28.7% | +3.3% |
| All | +13.4% | +42.6% | -29.2% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling