+294.9%
SCHW vs PODD
+223.0%
+71.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.2% |
| 7D | -1.9% | -10.5% | +8.7% | -0.2% |
| 30D | -1.6% | -9.0% | +7.4% | -0.2% |
| 3M | +21.3% | -11.5% | +32.8% | +22.6% |
| 6M | +16.5% | -44.7% | +61.2% | +26.4% |
| YTD | +8.4% | -53.6% | +62.0% | +20.9% |
| 1Y | +15.6% | -61.0% | +76.6% | +32.4% |
| 3Y | +86.8% | -24.7% | +111.6% | +88.3% |
| 5Y | +60.5% | -55.5% | +116.0% | +71.5% |
| All | +294.9% | +223.0% | +71.9% | +213.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling