+295.2%
SCHW vs BIL
+25.2%
+270.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.8% |
| 7D | -2.8% | +0.1% | -2.8% | -2.7% |
| 30D | -0.1% | +0.3% | -0.3% | +0.5% |
| 3M | +20.6% | +0.9% | +19.7% | +22.7% |
| 6M | +15.9% | +1.8% | +14.1% | +20.2% |
| YTD | +8.5% | +2.5% | +6.0% | +13.7% |
| 1Y | +17.8% | +3.7% | +14.2% | +26.1% |
| 3Y | +88.5% | +14.1% | +74.4% | +124.5% |
| 5Y | +60.6% | +19.4% | +41.2% | +97.0% |
| All | +295.2% | +25.2% | +270.0% | +421.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 BIL 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