+86.8%
SCHW vs HBM
+458.1%
-371.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | -1.9% | -3.3% | +1.4% | -1.6% |
| 30D | -1.6% | -4.8% | +3.2% | -1.3% |
| 3M | +21.3% | -0.4% | +21.7% | +20.8% |
| 6M | +16.5% | +17.9% | -1.4% | +12.4% |
| YTD | +8.4% | +33.7% | -25.3% | +1.6% |
| 1Y | +15.6% | +95.6% | -80.0% | +1.4% |
| 3Y | +86.8% | +458.1% | -371.3% | +16.8% |
| All | +86.8% | +458.1% | -371.3% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 2023-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded HBM 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling