+194.8%
SNXX vs SCHW
+16.1%
+178.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.1% | -7.0% | -7.2% |
| 7D | -12.0% | -1.9% | -10.2% | -14.0% |
| 30D | +37.9% | -1.6% | +39.6% | +35.8% |
| 3M | -52.7% | +21.3% | -73.9% | -44.1% |
| 6M | +194.8% | +16.5% | +178.3% | +213.0% |
| All | +194.8% | +16.1% | +178.7% | +213.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling