+51,225.6%
SCHW vs TECH
+100,802.5%
-49,576.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -1.6% | -0.1% | -1.5% | -1.6% |
| 30D | -1.1% | +0.3% | -1.3% | -1.1% |
| 3M | +20.4% | +32.9% | -12.6% | +11.4% |
| 6M | +13.6% | +32.1% | -18.4% | +4.2% |
| YTD | +7.7% | +23.4% | -15.7% | 0.0% |
| 1Y | +15.2% | +34.1% | -18.9% | +4.2% |
| 3Y | +87.1% | +2.2% | +85.0% | +75.1% |
| 5Y | +57.5% | -41.8% | +99.3% | +65.8% |
| 10Y | +295.1% | +188.9% | +106.2% | +174.8% |
| All | +51,225.6% | +100,802.5% | -49,576.9% | +12,965.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling