+0.7%
SCHW vs RAM
-77.1%
+77.7%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.3% | +4.1% | -1.3% |
| 7D | -0.9% | +29.0% | -29.9% | 0.0% |
| 30D | -4.4% | -39.4% | +35.0% | -5.6% |
| 3M | -15.9% | -48.0% | +32.1% | -17.1% |
| All | +0.7% | -77.1% | +77.7% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RAM.
Daily Out/Under-Performance
Portfolio return minus RAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RAM 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 1y: compounded portfolio wealth divided by compounded RAM 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…
1y analysis · Full analysis span regression · Available span rolling