+0.9%
SCHW vs RGTI
-69.1%
+70.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.1% | +3.5% | +4.5% |
| 7D | +5.2% | -9.6% | +14.8% | +5.7% |
| 30D | -4.7% | -26.0% | +21.3% | -3.4% |
| 3M | -11.9% | -35.8% | +23.8% | -10.3% |
| 6M | +2.7% | -36.7% | +39.4% | +2.6% |
| YTD | -5.6% | -49.4% | +43.8% | -4.8% |
| All | +0.9% | -69.1% | +70.0% | +5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RGTI.
Daily Out/Under-Performance
Portfolio return minus RGTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGTI 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 RGTI 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 · 6 months rolling