+0.8%
SCHW vs GLXY
-57.6%
+58.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -17.0% | +21.6% | +5.1% |
| 7D | +5.2% | -26.8% | +32.0% | +6.1% |
| 30D | -4.7% | -38.3% | +33.6% | -3.3% |
| 3M | -11.9% | -36.9% | +25.0% | -11.0% |
| 6M | +2.7% | -52.1% | +54.8% | +4.8% |
| YTD | -5.6% | -37.5% | +31.9% | -9.0% |
| 1Y | +0.8% | -55.2% | +56.0% | +1.9% |
| All | +0.8% | -57.6% | +58.4% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 1y: compounded portfolio wealth divided by compounded GLXY 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…
1y analysis · Full analysis span regression · 6 months rolling