+66.7%
SNXX vs SCHW
-8.1%
+74.8%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +4.6% | -20.3% | -12.3% |
| 7D | -47.8% | +5.2% | -53.0% | -45.6% |
| 30D | -66.0% | -4.7% | -61.3% | -66.8% |
| 3M | -57.5% | -11.9% | -45.5% | -60.6% |
| 6M | -66.7% | +2.7% | -69.5% | -66.9% |
| All | +66.7% | -8.1% | +74.8% | +75.2% |
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