+15.7%
SCHW vs SUI
-7.6%
+23.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +0.8% |
| 7D | -2.8% | -4.1% | +1.3% | -2.4% |
| 30D | -0.1% | -3.2% | +3.1% | +0.2% |
| 3M | +20.6% | -8.4% | +29.0% | +21.2% |
| 6M | +15.9% | -14.4% | +30.3% | +16.8% |
| YTD | +8.5% | -5.5% | +14.0% | +9.3% |
| All | +15.7% | -7.6% | +23.4% | +19.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling