+87.0%
SCHW vs GEN
+58.8%
+28.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.6% |
| 7D | -2.8% | -4.3% | +1.6% | -1.6% |
| 30D | -0.1% | +3.8% | -3.8% | -1.1% |
| 3M | +20.6% | +22.3% | -1.7% | +14.0% |
| 6M | +15.9% | +39.0% | -23.0% | +5.4% |
| YTD | +8.5% | +11.9% | -3.4% | +4.9% |
| 1Y | +17.8% | +4.5% | +13.3% | +16.2% |
| All | +87.0% | +58.8% | +28.2% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 3y: compounded portfolio wealth divided by compounded GEN 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…
3y analysis · Full analysis span regression · 6 months rolling