+432.9%
SNXX vs SCHW
+7.6%
+425.3%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -1.0% | +24.4% | +22.7% |
| 7D | +34.9% | -0.8% | +35.7% | +34.2% |
| 30D | +52.5% | +1.5% | +51.1% | +54.2% |
| 3M | -41.3% | +24.6% | -65.9% | -37.8% |
| 6M | +293.8% | +14.5% | +279.2% | +332.3% |
| All | +432.9% | +7.6% | +425.3% | +520.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling