+51,567.6%
SCHW vs BNY
+8,074.1%
+43,493.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -1.9% | -1.3% | -0.5% | -1.0% |
| 30D | -1.6% | -0.2% | -1.5% | -1.5% |
| 3M | +21.3% | +14.9% | +6.3% | +10.4% |
| 6M | +16.5% | +40.0% | -23.5% | -7.3% |
| YTD | +8.4% | +42.0% | -33.6% | -14.7% |
| 1Y | +15.6% | +56.9% | -41.2% | -14.9% |
| 3Y | +86.8% | +289.9% | -203.0% | -24.8% |
| 5Y | +60.5% | +259.2% | -198.7% | -31.6% |
| 10Y | +297.7% | +413.3% | -115.5% | +35.2% |
| All | +51,567.6% | +8,074.1% | +43,493.4% | +5,404.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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