+15.6%
SCHW vs TECH
+42.2%
-26.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.1% | -0.1% | -0.1% |
| 7D | -1.9% | -0.4% | -1.4% | -1.9% |
| 30D | -1.6% | 0.0% | -1.6% | -1.6% |
| 3M | +21.3% | +33.7% | -12.4% | +19.6% |
| 6M | +16.5% | +34.9% | -18.4% | +15.1% |
| YTD | +8.4% | +23.2% | -14.7% | +8.4% |
| 1Y | +15.6% | +36.3% | -20.7% | +17.9% |
| All | +15.6% | +42.2% | -26.5% | +17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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