+87.0%
SCHW vs TE
-27.3%
+114.3%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.7% | +7.5% | +1.0% |
| 7D | -2.8% | +0.9% | -3.6% | -2.8% |
| 30D | -0.1% | -16.3% | +16.2% | +0.5% |
| 3M | +20.6% | -40.8% | +61.3% | +22.2% |
| 6M | +15.9% | -42.6% | +58.6% | +16.2% |
| YTD | +8.5% | -31.4% | +39.9% | +7.1% |
| 1Y | +17.8% | +144.9% | -127.1% | +7.1% |
| All | +87.0% | -27.3% | +114.3% | +88.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 3y: compounded portfolio wealth divided by compounded TE 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…
3y analysis · Full analysis span regression · 6 months rolling