+294.9%
SCHW vs HAL
+4.5%
+290.4%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.1% |
| 7D | -1.9% | -3.3% | +1.5% | -0.9% |
| 30D | -1.6% | +8.2% | -9.8% | -4.1% |
| 3M | +21.3% | -9.4% | +30.7% | +24.3% |
| 6M | +16.5% | +0.6% | +15.8% | +14.8% |
| YTD | +8.4% | +28.6% | -20.2% | -1.5% |
| 1Y | +15.6% | +63.9% | -48.3% | -3.5% |
| 3Y | +86.8% | -7.1% | +94.0% | +81.4% |
| 5Y | +60.5% | +102.3% | -41.8% | +13.0% |
| All | +294.9% | +4.5% | +290.4% | +195.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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