+59.6%
SCHW vs TECH
-43.4%
+103.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +1.0% | +0.8% |
| 7D | -2.8% | -0.5% | -2.3% | -2.7% |
| 30D | -0.1% | 0.0% | -0.1% | -0.1% |
| 3M | +20.6% | +37.4% | -16.9% | +12.9% |
| 6M | +15.9% | +36.9% | -20.9% | +7.7% |
| YTD | +8.5% | +23.1% | -14.6% | +2.8% |
| 1Y | +17.8% | +42.2% | -24.4% | +7.4% |
| 3Y | +88.5% | +1.9% | +86.6% | +79.9% |
| All | +59.6% | -43.4% | +103.0% | +69.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling