+87.0%
SCHW vs WPM
+259.8%
-172.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.7% | +4.4% | +0.9% |
| 7D | -2.8% | -3.6% | +0.8% | -2.6% |
| 30D | -0.1% | +12.5% | -12.5% | -0.7% |
| 3M | +20.6% | +40.6% | -20.0% | +18.2% |
| 6M | +15.9% | +0.5% | +15.4% | +16.0% |
| YTD | +8.5% | +29.0% | -20.5% | +5.8% |
| 1Y | +17.8% | +43.8% | -26.0% | +13.7% |
| All | +87.0% | +259.8% | -172.8% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 3y: compounded portfolio wealth divided by compounded WPM 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…
3y analysis · Full analysis span regression · 6 months rolling