+86.8%
SCHW vs BND
+12.5%
+74.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -1.9% | -1.0% | -0.9% | -1.6% |
| 30D | -1.6% | -1.1% | -0.5% | -1.4% |
| 3M | +21.3% | -1.9% | +23.1% | +21.8% |
| 6M | +16.5% | -1.6% | +18.1% | +16.9% |
| YTD | +8.4% | -1.2% | +9.7% | +8.7% |
| 1Y | +15.6% | -0.7% | +16.4% | +15.7% |
| 3Y | +86.8% | +12.5% | +74.3% | +68.3% |
| All | +86.8% | +12.5% | +74.3% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 3y: compounded portfolio wealth divided by compounded BND 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…
3y analysis · Full analysis span regression · 6 months rolling