+15.6%
SCHW vs WU
-9.1%
+24.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.7% | -0.1% |
| 7D | -1.9% | -3.5% | +1.6% | -1.6% |
| 30D | -1.6% | -2.9% | +1.3% | -1.4% |
| 3M | +21.3% | -2.3% | +23.5% | +20.7% |
| 6M | +16.5% | -25.4% | +41.9% | +18.7% |
| YTD | +8.4% | -21.2% | +29.6% | +9.9% |
| 1Y | +15.6% | -8.9% | +24.5% | +15.9% |
| All | +15.6% | -9.1% | +24.7% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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