+87.0%
SCHW vs OPEN
-27.1%
+114.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.7% | +7.4% | +1.0% |
| 7D | -2.8% | -10.5% | +7.8% | -2.4% |
| 30D | -0.1% | -21.8% | +21.7% | +0.8% |
| 3M | +20.6% | -37.5% | +58.1% | +22.5% |
| 6M | +15.9% | -44.1% | +60.1% | +18.0% |
| YTD | +8.5% | -52.0% | +60.5% | +10.8% |
| 1Y | +17.8% | -52.2% | +70.1% | +18.5% |
| All | +87.0% | -27.1% | +114.1% | +75.6% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 3y: compounded portfolio wealth divided by compounded OPEN 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…
3y analysis · Full analysis span regression · 6 months rolling