+270.0%
SCHW vs TEAM
+746.4%
-476.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.4% |
| 7D | -1.6% | -4.7% | +3.1% | -1.0% |
| 30D | -1.1% | +17.0% | -18.1% | -3.2% |
| 3M | +20.4% | +85.9% | -65.5% | +9.7% |
| 6M | +13.6% | +116.7% | -103.0% | +0.1% |
| YTD | +7.7% | +9.6% | -1.9% | +3.6% |
| 1Y | +15.2% | -2.5% | +17.7% | +12.4% |
| 3Y | +87.1% | -14.0% | +101.1% | +80.5% |
| 5Y | +57.5% | -53.1% | +110.6% | +56.4% |
| 10Y | +295.1% | +502.9% | -207.8% | +143.2% |
| All | +270.0% | +746.4% | -476.3% | +116.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling