+79.4%
SCHW vs PAAS
+195.7%
-116.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.8% |
| 7D | +2.0% | -8.9% | +10.9% | +2.6% |
| 30D | -3.6% | -11.4% | +7.8% | -3.0% |
| 3M | -15.0% | -20.4% | +5.5% | -14.0% |
| 6M | +2.6% | -40.7% | +43.3% | +5.7% |
| YTD | -5.7% | -26.9% | +21.3% | -5.1% |
| 1Y | -0.9% | -3.1% | +2.2% | -2.9% |
| 3Y | +79.4% | +199.3% | -119.9% | +54.0% |
| All | +79.4% | +195.7% | -116.3% | +54.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling