+1,831.4%
T vs SCHW
+51,683.9%
-49,852.5%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.4% | -1.7% |
| 7D | -3.1% | -1.6% | -1.5% | -2.8% |
| 30D | +4.6% | -1.1% | +5.6% | +4.7% |
| 3M | +12.2% | +20.4% | -8.1% | +8.6% |
| 6M | -6.5% | +13.6% | -20.1% | -8.8% |
| YTD | +4.9% | +7.7% | -2.8% | +3.0% |
| 1Y | -10.5% | +15.2% | -25.7% | -13.2% |
| 3Y | +104.6% | +87.1% | +17.4% | +80.0% |
| 5Y | +64.2% | +57.5% | +6.7% | +45.5% |
| 10Y | +68.4% | +295.1% | -226.7% | +24.2% |
| All | +1,831.4% | +51,683.9% | -49,852.5% | +465.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling