+51,225.6%
SCHW vs BEN
+4,825.3%
+46,400.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.7% |
| 7D | -1.6% | +3.4% | -4.9% | -3.8% |
| 30D | -1.1% | +1.8% | -2.8% | -2.4% |
| 3M | +20.4% | +8.4% | +12.0% | +13.4% |
| 6M | +13.6% | +35.6% | -22.0% | -8.9% |
| YTD | +7.7% | +46.4% | -38.7% | -18.3% |
| 1Y | +15.2% | +46.3% | -31.1% | -13.1% |
| 3Y | +87.1% | +54.6% | +32.5% | +28.7% |
| 5Y | +57.5% | +39.4% | +18.1% | +10.7% |
| 10Y | +295.1% | +57.6% | +237.5% | +133.4% |
| All | +51,225.6% | +4,825.3% | +46,400.3% | +4,822.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling