+87.0%
SCHW vs RMD
+50.8%
+36.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -2.8% | -4.2% | +1.4% | -2.0% |
| 30D | -0.1% | -2.1% | +2.0% | +0.3% |
| 3M | +20.6% | +13.8% | +6.8% | +17.6% |
| 6M | +15.9% | -10.6% | +26.6% | +17.9% |
| YTD | +8.5% | -8.1% | +16.6% | +10.0% |
| 1Y | +17.8% | -18.0% | +35.8% | +21.4% |
| All | +87.0% | +50.8% | +36.2% | +69.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 3y: compounded portfolio wealth divided by compounded RMD 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…
3y analysis · Full analysis span regression · 6 months rolling