+51,606.1%
SCHW vs WEC
+3,955.7%
+47,650.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.0% |
| 7D | -2.8% | -1.3% | -1.5% | -2.3% |
| 30D | -0.1% | -0.4% | +0.3% | 0.0% |
| 3M | +20.6% | -6.8% | +27.4% | +23.7% |
| 6M | +15.9% | -6.4% | +22.3% | +18.4% |
| YTD | +8.5% | +2.5% | +6.0% | +6.6% |
| 1Y | +17.8% | -0.4% | +18.2% | +17.0% |
| 3Y | +88.5% | +38.5% | +50.0% | +61.7% |
| 5Y | +60.6% | +31.7% | +28.9% | +38.3% |
| 10Y | +298.0% | +146.6% | +151.5% | +141.8% |
| All | +51,606.1% | +3,955.7% | +47,650.4% | +6,746.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling