+5,323.3%
SCHW vs RMD
+35,478.8%
-30,155.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -1.6% | -4.7% | +3.2% | -0.2% |
| 30D | -1.1% | +0.2% | -1.3% | -1.2% |
| 3M | +20.4% | +12.0% | +8.4% | +16.0% |
| 6M | +13.6% | -12.5% | +26.1% | +17.3% |
| YTD | +7.7% | -7.9% | +15.6% | +9.5% |
| 1Y | +15.2% | -20.4% | +35.6% | +21.9% |
| 3Y | +87.1% | +53.1% | +34.0% | +58.5% |
| 5Y | +57.5% | -22.1% | +79.6% | +59.5% |
| 10Y | +295.1% | +275.4% | +19.7% | +141.7% |
| All | +5,323.3% | +35,478.8% | -30,155.6% | +1,208.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling