+15.7%
SCHW vs URI
+5.3%
+10.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.9% | +4.6% | +0.7% |
| 7D | -2.8% | -0.5% | -2.3% | -2.8% |
| 30D | -0.1% | -13.4% | +13.3% | -0.1% |
| 3M | +20.6% | -6.2% | +26.8% | +20.4% |
| 6M | +15.9% | +28.0% | -12.0% | +13.8% |
| YTD | +8.5% | +23.0% | -14.5% | +5.9% |
| All | +15.7% | +5.3% | +10.5% | +14.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling