+179.5%
SCHW vs MDB
+997.6%
-818.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.2% |
| 7D | -1.9% | -1.8% | -0.1% | -1.7% |
| 30D | -1.6% | -17.3% | +15.6% | 0.0% |
| 3M | +21.3% | +2.2% | +19.1% | +20.3% |
| 6M | +16.5% | +33.9% | -17.4% | +11.7% |
| YTD | +8.4% | -13.7% | +22.1% | +8.1% |
| 1Y | +15.6% | +9.1% | +6.6% | +12.1% |
| 3Y | +86.8% | -8.1% | +95.0% | +77.1% |
| 5Y | +60.5% | -25.9% | +86.4% | +46.7% |
| All | +179.5% | +997.6% | -818.1% | +65.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded MDB 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling