+294.9%
SCHW vs GRMN
+677.8%
-382.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.3% | -1.8% |
| 7D | -1.9% | +2.4% | -4.3% | -2.9% |
| 30D | -1.6% | -8.5% | +6.8% | +1.9% |
| 3M | +21.3% | +19.5% | +1.8% | +11.0% |
| 6M | +16.5% | +21.2% | -4.7% | +5.3% |
| YTD | +8.4% | +41.0% | -32.6% | -9.0% |
| 1Y | +15.6% | +19.6% | -4.0% | +3.8% |
| 3Y | +86.8% | +183.8% | -96.9% | -0.9% |
| 5Y | +60.5% | +83.0% | -22.5% | +8.5% |
| All | +294.9% | +677.8% | -382.9% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling