+5,199.7%
SCHW vs PAAS
+1,226.8%
+3,972.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.6% | -2.2% |
| 7D | -1.3% | +2.0% | -3.3% | -1.4% |
| 30D | -0.4% | -0.1% | -0.3% | -0.4% |
| 3M | +21.7% | +8.2% | +13.4% | +21.1% |
| 6M | +13.0% | -13.8% | +26.7% | +13.3% |
| YTD | +8.0% | -0.6% | +8.7% | +7.5% |
| 1Y | +15.8% | +44.0% | -28.2% | +13.2% |
| 3Y | +87.7% | +246.6% | -158.9% | +75.4% |
| 5Y | +59.7% | +116.1% | -56.4% | +50.9% |
| 10Y | +292.9% | +202.7% | +90.1% | +255.9% |
| All | +5,199.7% | +1,226.8% | +3,972.9% | +4,566.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling