+295.2%
SCHW vs EQT
+52.9%
+242.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | -2.8% | -1.2% | -1.6% | -2.5% |
| 30D | -0.1% | +1.1% | -1.1% | -0.3% |
| 3M | +20.6% | +4.8% | +15.8% | +19.1% |
| 6M | +15.9% | -10.6% | +26.5% | +18.0% |
| YTD | +8.5% | +3.4% | +5.1% | +6.8% |
| 1Y | +17.8% | +8.7% | +9.2% | +14.4% |
| 3Y | +88.5% | +35.0% | +53.6% | +71.8% |
| 5Y | +60.6% | +204.2% | -143.6% | +18.7% |
| All | +295.2% | +52.9% | +242.3% | +183.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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