+59.5%
SCHW vs BND
-2.6%
+62.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | -1.9% | -1.0% | -0.9% | -2.0% |
| 30D | -1.6% | -1.1% | -0.5% | -1.8% |
| 3M | +21.3% | -1.9% | +23.1% | +20.9% |
| 6M | +16.5% | -1.6% | +18.1% | +16.2% |
| YTD | +8.4% | -1.2% | +9.7% | +8.2% |
| 1Y | +15.6% | -0.7% | +16.4% | +15.5% |
| 3Y | +86.8% | +12.5% | +74.3% | +89.5% |
| All | +59.5% | -2.6% | +62.1% | +18.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling