+15.7%
SCHW vs PCG
-7.3%
+23.0%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.9% | +0.7% |
| 7D | -2.8% | +0.5% | -3.3% | -2.8% |
| 30D | -0.1% | -18.9% | +18.8% | -0.4% |
| 3M | +20.6% | -15.8% | +36.4% | +20.2% |
| 6M | +15.9% | -22.6% | +38.5% | +15.4% |
| YTD | +8.5% | -12.2% | +20.7% | +8.2% |
| All | +15.7% | -7.3% | +23.0% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PCG.
Daily Out/Under-Performance
Portfolio return minus PCG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCG 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 1y: compounded portfolio wealth divided by compounded PCG 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…
1y analysis · Full analysis span regression · 6 months rolling