+51,606.1%
SCHW vs SU
+61,690.9%
-10,084.8%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.9% | +0.7% |
| 7D | -2.8% | +1.7% | -4.4% | -2.8% |
| 30D | -0.1% | +9.6% | -9.7% | -0.1% |
| 3M | +20.6% | +11.7% | +8.9% | +20.6% |
| 6M | +15.9% | +21.9% | -6.0% | +15.9% |
| YTD | +8.5% | +58.6% | -50.1% | +8.4% |
| 1Y | +17.8% | +66.5% | -48.7% | +17.8% |
| 3Y | +88.5% | +121.4% | -32.9% | +88.4% |
| 5Y | +60.6% | +355.7% | -295.1% | +60.4% |
| 10Y | +298.0% | +264.2% | +33.8% | +297.6% |
| All | +51,606.1% | +61,690.9% | -10,084.8% | +53,824.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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