+294.9%
SCHW vs NDAQ
+368.2%
-73.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.3% |
| 7D | -1.9% | -5.6% | +3.7% | +1.5% |
| 30D | -1.6% | -4.4% | +2.7% | +0.9% |
| 3M | +21.3% | +5.9% | +15.4% | +16.4% |
| 6M | +16.5% | +7.7% | +8.7% | +10.1% |
| YTD | +8.4% | -5.2% | +13.6% | +10.3% |
| 1Y | +15.6% | -3.4% | +19.0% | +16.0% |
| 3Y | +86.8% | +85.6% | +1.2% | +23.8% |
| 5Y | +60.5% | +49.5% | +11.0% | +19.0% |
| All | +294.9% | +368.2% | -73.3% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling