+295.2%
SCHW vs URI
+1,233.8%
-938.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.9% | +4.6% | +2.3% |
| 7D | -2.8% | -0.5% | -2.3% | -2.7% |
| 30D | -0.1% | -13.4% | +13.3% | +5.5% |
| 3M | +20.6% | -6.2% | +26.8% | +22.3% |
| 6M | +15.9% | +28.0% | -12.0% | +1.0% |
| YTD | +8.5% | +23.0% | -14.5% | -5.1% |
| 1Y | +17.8% | +5.5% | +12.3% | +9.6% |
| 3Y | +88.5% | +119.2% | -30.7% | +20.1% |
| 5Y | +60.6% | +201.0% | -140.4% | -14.1% |
| All | +295.2% | +1,233.8% | -938.6% | +10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling