+51,606.1%
SCHW vs PEG
+2,884.2%
+48,721.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -2.8% | -0.9% | -1.9% | -2.4% |
| 30D | -0.1% | -2.8% | +2.7% | +1.1% |
| 3M | +20.6% | -6.9% | +27.5% | +24.1% |
| 6M | +15.9% | -11.4% | +27.4% | +21.4% |
| YTD | +8.5% | -7.4% | +15.9% | +11.0% |
| 1Y | +17.8% | -8.3% | +26.1% | +20.8% |
| 3Y | +88.5% | +31.5% | +57.0% | +62.6% |
| 5Y | +60.6% | +38.0% | +22.7% | +34.4% |
| 10Y | +298.0% | +148.3% | +149.7% | +146.0% |
| All | +51,606.1% | +2,884.2% | +48,721.9% | +9,886.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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