+626.3%
SCHW vs PODD
+711.3%
-85.0%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.8% | +0.4% |
| 7D | -1.6% | -6.9% | +5.3% | 0.0% |
| 30D | -1.1% | -3.5% | +2.4% | -0.4% |
| 3M | +20.4% | -13.6% | +34.0% | +22.9% |
| 6M | +13.6% | -42.6% | +56.2% | +26.1% |
| YTD | +7.7% | -51.5% | +59.2% | +23.8% |
| 1Y | +15.2% | -60.9% | +76.1% | +38.5% |
| 3Y | +87.1% | -19.8% | +106.9% | +85.2% |
| 5Y | +57.5% | -54.4% | +111.9% | +70.2% |
| 10Y | +295.1% | +236.1% | +59.0% | +137.9% |
| All | +626.3% | +711.3% | -85.0% | +165.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling