+294.9%
SCHW vs PAAS
+230.4%
+64.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | -1.9% | -1.9% | +0.1% | -1.8% |
| 30D | -1.6% | -3.6% | +1.9% | -1.6% |
| 3M | +21.3% | +8.6% | +12.7% | +21.0% |
| 6M | +16.5% | -16.7% | +33.2% | +16.7% |
| YTD | +8.4% | -1.9% | +10.3% | +8.2% |
| 1Y | +15.6% | +38.0% | -22.4% | +14.7% |
| 3Y | +86.8% | +234.9% | -148.1% | +83.4% |
| 5Y | +60.5% | +119.5% | -59.0% | +56.8% |
| All | +294.9% | +230.4% | +64.6% | +311.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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