+294.9%
SCHW vs BRKR
+155.3%
+139.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.2% | 0.0% |
| 7D | -1.9% | -8.7% | +6.8% | +0.2% |
| 30D | -1.6% | -9.9% | +8.2% | +0.5% |
| 3M | +21.3% | -3.1% | +24.4% | +19.6% |
| 6M | +16.5% | +45.5% | -29.0% | +1.5% |
| YTD | +8.4% | +13.7% | -5.3% | +0.4% |
| 1Y | +15.6% | +67.4% | -51.8% | -5.2% |
| 3Y | +86.8% | -13.2% | +100.1% | +74.4% |
| 5Y | +60.5% | -39.5% | +100.0% | +66.5% |
| All | +294.9% | +155.3% | +139.6% | +132.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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