+1,770.3%
SMCI vs SCHW
+301.0%
+1,469.3%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.1% | +7.4% | +7.3% |
| 7D | +1.3% | -1.9% | +3.2% | +2.0% |
| 30D | +6.6% | -1.6% | +8.2% | +7.2% |
| 3M | +25.4% | +21.3% | +4.2% | +14.8% |
| 6M | +26.1% | +16.5% | +9.7% | +16.2% |
| YTD | +37.0% | +8.4% | +28.6% | +30.3% |
| 1Y | -8.8% | +15.6% | -24.4% | -15.7% |
| 3Y | +44.6% | +86.8% | -42.3% | +7.6% |
| 5Y | +995.9% | +60.5% | +935.4% | +747.4% |
| All | +1,770.3% | +301.0% | +1,469.3% | +816.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 10y: compounded portfolio wealth divided by compounded SCHW 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…
10y analysis · Full analysis span regression · 6 months rolling