+51,606.1%
SCHW vs TROW
+14,151.0%
+37,455.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -2.8% | -3.0% | +0.2% | -1.0% |
| 30D | -0.1% | -5.5% | +5.4% | +3.2% |
| 3M | +20.6% | +2.3% | +18.3% | +18.2% |
| 6M | +15.9% | +23.9% | -8.0% | +1.2% |
| YTD | +8.5% | +7.9% | +0.6% | +2.4% |
| 1Y | +17.8% | +6.1% | +11.7% | +12.1% |
| 3Y | +88.5% | +13.8% | +74.7% | +67.6% |
| 5Y | +60.6% | -38.2% | +98.8% | +95.8% |
| 10Y | +298.0% | +131.3% | +166.8% | +114.9% |
| All | +51,606.1% | +14,151.0% | +37,455.1% | +6,155.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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