+51,606.2%
SCHW vs TSN
+910.5%
+50,695.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.4% | -0.7% | +0.3% |
| 7D | -2.8% | +1.4% | -4.1% | -3.2% |
| 30D | -0.1% | -6.2% | +6.1% | +1.7% |
| 3M | +20.6% | -5.7% | +26.2% | +22.4% |
| 6M | +15.9% | -11.4% | +27.3% | +19.3% |
| YTD | +8.5% | -8.2% | +16.7% | +10.2% |
| 1Y | +17.8% | -2.0% | +19.9% | +16.9% |
| 3Y | +88.5% | +11.9% | +76.7% | +76.8% |
| 5Y | +60.6% | -17.8% | +78.4% | +64.1% |
| 10Y | +298.0% | -5.7% | +303.8% | +272.1% |
| All | +51,606.2% | +910.5% | +50,695.7% | +16,320.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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