+0.9%
SCHW vs MKSI
+40.3%
-39.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -5.0% | +9.6% | +4.4% |
| 7D | +5.2% | -10.7% | +15.9% | +4.9% |
| 30D | -4.7% | -30.5% | +25.8% | -5.7% |
| 3M | -11.9% | -39.2% | +27.2% | -13.2% |
| 6M | +2.7% | -33.0% | +35.7% | -0.3% |
| YTD | -5.6% | +22.3% | -27.9% | -14.5% |
| All | +0.9% | +40.3% | -39.3% | -10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 1y: compounded portfolio wealth divided by compounded MKSI 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…
1y analysis · Full analysis span regression · 6 months rolling