+60.6%
SCHW vs PAAS
+116.4%
-55.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.3% | +5.0% | +1.0% |
| 7D | -2.8% | -3.7% | +0.9% | -2.6% |
| 30D | -0.1% | -1.9% | +1.8% | 0.0% |
| 3M | +20.6% | +15.1% | +5.5% | +19.3% |
| 6M | +15.9% | -17.1% | +33.0% | +16.9% |
| YTD | +8.5% | -1.3% | +9.8% | +7.5% |
| 1Y | +17.8% | +41.1% | -23.2% | +13.4% |
| 3Y | +88.5% | +244.2% | -155.7% | +67.3% |
| 5Y | +60.6% | +120.8% | -60.2% | +46.7% |
| All | +60.6% | +116.4% | -55.7% | +46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling