+294.9%
SCHW vs TEAM
+514.4%
-219.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | -1.9% | -5.2% | +3.3% | -1.2% |
| 30D | -1.6% | +15.8% | -17.4% | -3.5% |
| 3M | +21.3% | +101.5% | -80.2% | +9.8% |
| 6M | +16.5% | +138.2% | -121.7% | +1.8% |
| YTD | +8.4% | +10.8% | -2.4% | +4.4% |
| 1Y | +15.6% | +1.7% | +13.9% | +12.4% |
| 3Y | +86.8% | -16.0% | +102.9% | +81.3% |
| 5Y | +60.5% | -52.7% | +113.2% | +59.2% |
| All | +294.9% | +514.4% | -219.5% | +137.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 TEAM 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