+57.5%
SCHW vs URI
+215.5%
-158.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.7% |
| 7D | -1.6% | +5.0% | -6.6% | -3.1% |
| 30D | -1.1% | -9.4% | +8.3% | +2.0% |
| 3M | +20.4% | -5.8% | +26.2% | +21.7% |
| 6M | +13.6% | +25.8% | -12.2% | +1.8% |
| YTD | +7.7% | +27.9% | -20.2% | -5.4% |
| 1Y | +15.2% | +9.7% | +5.5% | +7.3% |
| 3Y | +87.1% | +128.0% | -40.8% | +17.2% |
| 5Y | +57.5% | +212.4% | -154.9% | -19.0% |
| All | +57.5% | +215.5% | -158.0% | -19.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling