+51,606.1%
SCHW vs EQT
+2,995.6%
+48,610.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.1% | +0.6% |
| 7D | -2.8% | -1.2% | -1.6% | -2.4% |
| 30D | -0.1% | +1.1% | -1.1% | -0.5% |
| 3M | +20.6% | +4.8% | +15.8% | +18.3% |
| 6M | +15.9% | -10.6% | +26.5% | +19.0% |
| YTD | +8.5% | +3.4% | +5.1% | +5.9% |
| 1Y | +17.8% | +8.7% | +9.2% | +12.6% |
| 3Y | +88.5% | +35.0% | +53.6% | +63.0% |
| 5Y | +60.6% | +204.2% | -143.6% | -1.9% |
| 10Y | +298.0% | +52.5% | +245.6% | +152.5% |
| All | +51,606.1% | +2,995.6% | +48,610.6% | +10,322.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling