+295.2%
SCHW vs HDB
+32.9%
+262.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.2% |
| 7D | -2.8% | -6.2% | +3.4% | -0.3% |
| 30D | -0.1% | -6.2% | +6.2% | +2.5% |
| 3M | +20.6% | -5.9% | +26.4% | +22.6% |
| 6M | +15.9% | -25.9% | +41.9% | +29.4% |
| YTD | +8.5% | -40.2% | +48.7% | +32.0% |
| 1Y | +17.8% | -38.0% | +55.8% | +40.8% |
| 3Y | +88.5% | -30.5% | +119.0% | +109.0% |
| 5Y | +60.6% | -38.1% | +98.8% | +83.7% |
| All | +295.2% | +32.9% | +262.3% | +226.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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