+295.2%
SCHW vs SUI
+102.6%
+192.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.0% |
| 7D | -2.8% | -4.1% | +1.3% | -1.5% |
| 30D | -0.1% | -3.2% | +3.1% | +0.9% |
| 3M | +20.6% | -8.4% | +29.0% | +23.6% |
| 6M | +15.9% | -14.4% | +30.3% | +21.1% |
| YTD | +8.5% | -5.5% | +14.0% | +9.8% |
| 1Y | +17.8% | -7.3% | +25.2% | +19.8% |
| 3Y | +88.5% | +9.9% | +78.6% | +79.0% |
| 5Y | +60.6% | -31.6% | +92.2% | +73.9% |
| All | +295.2% | +102.6% | +192.6% | +330.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling