+51,567.6%
SCHW vs WEC
+3,954.9%
+47,612.7%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-11.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -1.9% | -0.6% | -1.3% | -1.7% |
| 30D | -1.6% | -2.6% | +1.0% | -0.6% |
| 3M | +21.3% | -6.0% | +27.3% | +24.0% |
| 6M | +16.5% | -5.4% | +21.9% | +18.5% |
| YTD | +8.4% | +2.5% | +5.9% | +6.6% |
| 1Y | +15.6% | -0.7% | +16.3% | +14.9% |
| 3Y | +86.8% | +38.7% | +48.1% | +60.1% |
| 5Y | +60.5% | +31.7% | +28.8% | +38.2% |
| 10Y | +297.7% | +146.5% | +151.2% | +141.7% |
| All | +51,567.6% | +3,954.9% | +47,612.7% | +6,742.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 1990-01-01 to 2026-09-11: compounded portfolio wealth divided by compounded WEC 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…
1990-01-01 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling