+14,784.7%
TER vs SCHW
+51,844.4%
-37,059.7%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.2% | +6.4% | +5.2% |
| 7D | +11.0% | -1.3% | +12.3% | +11.5% |
| 30D | -1.9% | -0.4% | -1.5% | -1.9% |
| 3M | -0.7% | +21.7% | -22.4% | -10.1% |
| 6M | +36.4% | +13.0% | +23.4% | +26.5% |
| YTD | +92.4% | +8.0% | +84.4% | +81.8% |
| 1Y | +213.5% | +15.8% | +197.7% | +187.5% |
| 3Y | +277.2% | +87.7% | +189.5% | +174.8% |
| 5Y | +219.1% | +59.7% | +159.5% | +139.0% |
| 10Y | +1,744.2% | +292.9% | +1,451.4% | +782.5% |
| All | +14,784.7% | +51,844.4% | -37,059.7% | +1,170.1% |
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