+86.8%
SCHW vs HON
+17.2%
+69.7%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.2% | -0.1% |
| 7D | -1.9% | -3.5% | +1.6% | -0.9% |
| 30D | -1.6% | -13.8% | +12.1% | +2.6% |
| 3M | +21.3% | -11.7% | +32.9% | +25.0% |
| 6M | +16.5% | -18.7% | +35.2% | +23.5% |
| YTD | +8.4% | +0.2% | +8.2% | +5.4% |
| 1Y | +15.6% | -3.1% | +18.7% | +13.8% |
| 3Y | +86.8% | +17.0% | +69.9% | +58.2% |
| All | +86.8% | +17.2% | +69.7% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 3y: compounded portfolio wealth divided by compounded HON 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…
3y analysis · Full analysis span regression · 6 months rolling