+0.8%
SCHW vs MOH
+53.5%
-52.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +8.9% | -4.4% | +4.5% |
| 7D | +5.2% | +14.3% | -9.1% | +5.1% |
| 30D | -4.7% | +16.7% | -21.4% | -4.7% |
| 3M | -11.9% | +18.3% | -30.3% | -11.9% |
| 6M | +2.7% | +15.8% | -13.1% | +2.7% |
| YTD | -5.6% | +30.5% | -36.1% | -5.8% |
| 1Y | +0.8% | +49.3% | -48.5% | -1.2% |
| All | +0.8% | +53.5% | -52.7% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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