+51,384.6%
SCHW vs WMB
+5,663.2%
+45,721.4%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.3% | -4.5% | -2.8% |
| 7D | -1.3% | +0.8% | -2.1% | -1.5% |
| 30D | -0.4% | +7.7% | -8.1% | -2.4% |
| 3M | +21.7% | +6.7% | +15.0% | +19.2% |
| 6M | +13.0% | +3.6% | +9.3% | +11.3% |
| YTD | +8.0% | +28.0% | -20.0% | +0.5% |
| 1Y | +15.8% | +37.6% | -21.8% | +5.5% |
| 3Y | +87.7% | +149.0% | -61.3% | +46.0% |
| 5Y | +59.7% | +285.3% | -225.6% | +10.8% |
| 10Y | +292.9% | +302.1% | -9.2% | +160.7% |
| All | +51,384.6% | +5,663.2% | +45,721.4% | +13,377.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 2026-09-08: compounded portfolio wealth divided by compounded WMB 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 2026-09-08 analysis · Full analysis span regression · 6 months rolling