+0.1%
SCHW vs UUUU
-61.1%
+61.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -8.2% | +7.4% | -0.6% |
| 7D | +3.5% | -19.9% | +23.4% | +4.1% |
| 30D | -4.4% | -41.5% | +37.1% | -2.9% |
| 3M | -14.0% | -47.0% | +33.0% | -12.6% |
| 6M | +0.8% | -68.7% | +69.5% | +4.8% |
| YTD | -6.4% | -54.7% | +48.3% | -7.9% |
| 1Y | +0.1% | -59.3% | +59.4% | -0.9% |
| All | +0.1% | -61.1% | +61.2% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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