+653.2%
SCHW vs BND
+75.1%
+578.1%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | 0.0% |
| 7D | -2.8% | -0.9% | -1.8% | -3.8% |
| 30D | -0.1% | -1.0% | +0.9% | -1.2% |
| 3M | +20.6% | -1.2% | +21.8% | +18.8% |
| 6M | +15.9% | -2.0% | +17.9% | +13.2% |
| YTD | +8.5% | -1.2% | +9.7% | +7.0% |
| 1Y | +17.8% | -0.5% | +18.3% | +17.3% |
| 3Y | +88.5% | +12.4% | +76.1% | +117.8% |
| 5Y | +60.6% | -2.5% | +63.1% | +45.1% |
| 10Y | +298.0% | +15.0% | +283.1% | +414.9% |
| All | +653.2% | +75.1% | +578.1% | +1,790.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling