+59.6%
SCHW vs PODD
-54.5%
+114.1%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.1% | +1.1% |
| 7D | -2.8% | -10.6% | +7.8% | -1.1% |
| 30D | -0.1% | -6.9% | +6.9% | +1.0% |
| 3M | +20.6% | -10.6% | +31.2% | +21.7% |
| 6M | +15.9% | -43.5% | +59.4% | +25.5% |
| YTD | +8.5% | -52.6% | +61.1% | +20.9% |
| 1Y | +17.8% | -60.1% | +78.0% | +34.9% |
| 3Y | +88.5% | -21.7% | +110.2% | +89.0% |
| All | +59.6% | -54.5% | +114.1% | +76.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling