+51,225.6%
SCHW vs GEN
+8,579.3%
+42,646.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -1.6% | -2.9% | +1.3% | -0.8% |
| 30D | -1.1% | +2.1% | -3.1% | -1.7% |
| 3M | +20.4% | +19.7% | +0.7% | +14.8% |
| 6M | +13.6% | +33.3% | -19.6% | +4.8% |
| YTD | +7.7% | +11.1% | -3.4% | +3.6% |
| 1Y | +15.2% | +3.0% | +12.2% | +12.9% |
| 3Y | +87.1% | +57.9% | +29.3% | +62.7% |
| 5Y | +57.5% | +20.6% | +36.9% | +44.2% |
| 10Y | +295.1% | +153.2% | +141.9% | +181.6% |
| All | +51,225.6% | +8,579.3% | +42,646.3% | +13,531.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling