+0.8%
SCHW vs DOW
+50.2%
-49.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.2% | +7.8% | +4.4% |
| 7D | +5.2% | -4.2% | +9.4% | +5.0% |
| 30D | -4.7% | +14.7% | -19.4% | -4.3% |
| 3M | -11.9% | +9.1% | -21.0% | -11.8% |
| 6M | +2.7% | -17.7% | +20.4% | +2.5% |
| YTD | -5.6% | +44.6% | -50.2% | -9.8% |
| 1Y | +0.8% | +51.9% | -51.1% | -4.3% |
| All | +0.8% | +50.2% | -49.5% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 1y: compounded portfolio wealth divided by compounded DOW 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…
1y analysis · Full analysis span regression · 6 months rolling