+294.9%
SCHW vs MSCI
+634.9%
-340.0%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.6% |
| 7D | -1.9% | -3.2% | +1.3% | -0.6% |
| 30D | -1.6% | -1.1% | -0.5% | -1.3% |
| 3M | +21.3% | -6.3% | +27.6% | +23.9% |
| 6M | +16.5% | +2.1% | +14.4% | +14.6% |
| YTD | +8.4% | -2.3% | +10.7% | +8.3% |
| 1Y | +15.6% | -3.9% | +19.5% | +15.8% |
| 3Y | +86.8% | +7.5% | +79.4% | +75.1% |
| 5Y | +60.5% | -9.8% | +70.3% | +55.6% |
| All | +294.9% | +634.9% | -340.0% | +76.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 MSCI 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