+681.8%
SCHW vs UUUU
-92.5%
+774.3%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.3% | +7.1% | +1.2% |
| 7D | -2.8% | -5.0% | +2.3% | -2.4% |
| 30D | -0.1% | -7.8% | +7.7% | +0.4% |
| 3M | +20.6% | -0.4% | +21.0% | +20.0% |
| 6M | +15.9% | -32.9% | +48.8% | +18.0% |
| YTD | +8.5% | -6.3% | +14.8% | +6.8% |
| 1Y | +17.8% | +7.9% | +9.9% | +13.6% |
| 3Y | +88.5% | +85.2% | +3.3% | +69.6% |
| 5Y | +60.6% | +97.0% | -36.3% | +40.0% |
| 10Y | +298.0% | +492.6% | -194.6% | +200.2% |
| All | +681.8% | -92.5% | +774.3% | +513.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling