+86.8%
SCHW vs ZBH
-20.7%
+107.5%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.2% | -0.2% |
| 7D | -1.9% | -4.7% | +2.8% | -1.2% |
| 30D | -1.6% | -4.5% | +2.9% | -1.0% |
| 3M | +21.3% | +7.6% | +13.7% | +20.0% |
| 6M | +16.5% | +0.3% | +16.2% | +16.1% |
| YTD | +8.4% | +4.5% | +3.9% | +7.4% |
| 1Y | +15.6% | -9.4% | +25.0% | +16.5% |
| 3Y | +86.8% | -21.5% | +108.3% | +93.7% |
| All | +86.8% | -20.7% | +107.5% | +93.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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