+59.5%
SCHW vs HRB
+114.1%
-54.5%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -1.9% | -8.0% | +6.2% | -0.2% |
| 30D | -1.6% | -16.0% | +14.3% | +1.7% |
| 3M | +21.3% | +26.9% | -5.6% | +14.8% |
| 6M | +16.5% | +51.1% | -34.6% | +5.3% |
| YTD | +8.4% | +7.1% | +1.4% | +6.6% |
| 1Y | +15.6% | -9.6% | +25.2% | +18.6% |
| 3Y | +86.8% | +25.4% | +61.4% | +68.3% |
| All | +59.5% | +114.1% | -54.5% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 5y: compounded portfolio wealth divided by compounded HRB 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…
5y analysis · Full analysis span regression · 6 months rolling