+51,606.1%
SCHW vs SHW
+19,632.5%
+31,973.6%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.2% |
| 7D | -2.8% | -4.5% | +1.7% | -0.6% |
| 30D | -0.1% | -12.7% | +12.6% | +6.7% |
| 3M | +20.6% | +4.7% | +15.9% | +16.9% |
| 6M | +15.9% | -3.4% | +19.4% | +16.0% |
| YTD | +8.5% | -1.3% | +9.8% | +7.0% |
| 1Y | +17.8% | -10.4% | +28.2% | +21.4% |
| 3Y | +88.5% | +20.1% | +68.4% | +64.3% |
| 5Y | +60.6% | +10.5% | +50.1% | +41.4% |
| 10Y | +298.0% | +280.3% | +17.8% | +75.2% |
| All | +51,606.1% | +19,632.5% | +31,973.6% | +3,598.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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