+51,606.1%
SCHW vs FISV
+10,150.0%
+41,456.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | +0.2% | +0.5% |
| 7D | -2.8% | -7.2% | +4.4% | +0.5% |
| 30D | -0.1% | -7.2% | +7.1% | +3.0% |
| 3M | +20.6% | -8.2% | +28.7% | +23.9% |
| 6M | +15.9% | -17.7% | +33.6% | +24.1% |
| YTD | +8.5% | -27.2% | +35.6% | +21.6% |
| 1Y | +17.8% | -63.0% | +80.8% | +65.2% |
| 3Y | +88.5% | -59.8% | +148.3% | +141.3% |
| 5Y | +60.6% | -55.8% | +116.4% | +93.8% |
| 10Y | +298.0% | -2.4% | +300.5% | +218.0% |
| All | +51,606.1% | +10,150.0% | +41,456.1% | +8,965.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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