+7,774.7%
SCHW vs SUI
+4,047.2%
+3,727.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.3% |
| 7D | +2.0% | -1.5% | +3.5% | +2.7% |
| 30D | -3.6% | +3.7% | -7.4% | -5.5% |
| 3M | -15.0% | -0.4% | -14.6% | -15.1% |
| 6M | +2.6% | -2.8% | +5.4% | +3.2% |
| YTD | -5.7% | -1.6% | -4.1% | -6.1% |
| 1Y | -0.9% | -2.1% | +1.1% | -1.2% |
| 3Y | +79.4% | +18.5% | +60.9% | +59.0% |
| 5Y | +21.2% | -26.5% | +47.7% | +32.2% |
| 10Y | +193.3% | +121.6% | +71.7% | +68.1% |
| All | +7,774.7% | +4,047.2% | +3,727.5% | +1,195.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling