+51,606.1%
SCHW vs SMTC
+67,795.5%
-16,189.3%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.9% | +3.7% | +1.3% |
| 7D | -2.8% | +17.5% | -20.3% | -6.0% |
| 30D | -0.1% | +21.3% | -21.4% | -4.7% |
| 3M | +20.6% | +3.1% | +17.4% | +16.2% |
| 6M | +15.9% | +81.7% | -65.7% | -2.3% |
| YTD | +8.5% | +115.9% | -107.5% | -12.1% |
| 1Y | +17.8% | +157.8% | -140.0% | -8.8% |
| 3Y | +88.5% | +557.3% | -468.8% | +7.7% |
| 5Y | +60.6% | +114.7% | -54.0% | +11.4% |
| 10Y | +298.0% | +509.5% | -211.4% | +114.6% |
| All | +51,606.1% | +67,795.5% | -16,189.3% | +17,374.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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