+294.9%
SCHW vs UUUU
+465.5%
-170.6%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -5.0% | +4.9% | +0.5% |
| 7D | -1.9% | -10.5% | +8.6% | -0.8% |
| 30D | -1.6% | -10.5% | +8.9% | -0.7% |
| 3M | +21.3% | -14.1% | +35.4% | +22.4% |
| 6M | +16.5% | -35.5% | +52.0% | +20.0% |
| YTD | +8.4% | -10.9% | +19.3% | +6.1% |
| 1Y | +15.6% | +3.4% | +12.3% | +9.1% |
| 3Y | +86.8% | +73.1% | +13.7% | +57.5% |
| 5Y | +60.5% | +87.1% | -26.6% | +27.3% |
| All | +294.9% | +465.5% | -170.6% | +128.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling