+1,593.4%
SCHW vs PWR
+8,787.2%
-7,193.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.3% | -4.6% | -2.9% |
| 7D | -1.3% | +4.5% | -5.8% | -2.7% |
| 30D | -0.4% | -4.9% | +4.5% | +0.9% |
| 3M | +21.7% | -7.9% | +29.6% | +22.8% |
| 6M | +13.0% | +18.3% | -5.4% | +4.0% |
| YTD | +8.0% | +51.5% | -43.5% | -8.6% |
| 1Y | +15.8% | +70.3% | -54.5% | -6.3% |
| 3Y | +87.7% | +210.6% | -122.9% | +20.9% |
| 5Y | +59.7% | +456.7% | -397.0% | -16.1% |
| 10Y | +292.9% | +2,396.1% | -2,103.2% | +28.1% |
| All | +1,593.4% | +8,787.2% | -7,193.8% | +244.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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