+295.2%
SCHW vs RBA
+195.3%
+99.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.0% |
| 7D | -2.8% | -3.3% | +0.5% | -1.8% |
| 30D | -0.1% | -9.8% | +9.7% | +2.9% |
| 3M | +20.6% | -23.5% | +44.0% | +29.1% |
| 6M | +15.9% | -21.5% | +37.5% | +22.9% |
| YTD | +8.5% | -21.2% | +29.7% | +14.4% |
| 1Y | +17.8% | -30.2% | +48.1% | +28.9% |
| 3Y | +88.5% | +25.3% | +63.2% | +69.5% |
| 5Y | +60.6% | +35.1% | +25.5% | +37.0% |
| All | +295.2% | +195.3% | +99.9% | +133.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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