+0.8%
SCHW vs WM
+21.9%
-21.1%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.0% | +4.4% |
| 7D | +5.2% | +5.9% | -0.7% | +4.7% |
| 30D | -4.7% | +15.4% | -20.1% | -5.8% |
| 3M | -11.9% | +6.3% | -18.3% | -12.3% |
| 6M | +2.7% | +5.6% | -2.9% | +2.3% |
| YTD | -5.6% | +9.9% | -15.6% | -6.4% |
| 1Y | +0.8% | +20.8% | -20.1% | -1.5% |
| All | +0.8% | +21.9% | -21.1% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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