+51,606.1%
SCHW vs TGT
+6,036.1%
+45,570.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.9% | +1.3% |
| 7D | -2.8% | -5.0% | +2.3% | -0.3% |
| 30D | -0.1% | +3.0% | -3.1% | -1.8% |
| 3M | +20.6% | +22.6% | -2.0% | +7.9% |
| 6M | +15.9% | +31.2% | -15.2% | -0.3% |
| YTD | +8.5% | +63.7% | -55.2% | -17.0% |
| 1Y | +17.8% | +78.5% | -60.6% | -14.2% |
| 3Y | +88.5% | +40.5% | +48.0% | +41.8% |
| 5Y | +60.6% | -25.6% | +86.2% | +57.9% |
| 10Y | +298.0% | +204.7% | +93.3% | +61.9% |
| All | +51,606.1% | +6,036.1% | +45,570.1% | +3,759.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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