+59.6%
SCHW vs GEN
+21.1%
+38.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | -2.8% | -4.3% | +1.6% | -1.5% |
| 30D | -0.1% | +3.8% | -3.8% | -1.2% |
| 3M | +20.6% | +22.3% | -1.7% | +13.2% |
| 6M | +15.9% | +39.0% | -23.0% | +4.0% |
| YTD | +8.5% | +11.9% | -3.4% | +3.9% |
| 1Y | +17.8% | +4.5% | +13.3% | +15.3% |
| 3Y | +88.5% | +59.0% | +29.5% | +57.6% |
| All | +59.6% | +21.1% | +38.5% | +39.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling