+20,419.5%
TXN vs SCHW
+52,067.9%
-31,648.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.3% |
| 7D | +2.0% | -2.8% | +4.7% | +3.0% |
| 30D | -8.0% | -0.1% | -7.9% | -8.1% |
| 3M | -7.8% | +20.6% | -28.3% | -14.3% |
| 6M | +32.4% | +15.9% | +16.5% | +23.8% |
| YTD | +51.7% | +8.5% | +43.2% | +44.7% |
| 1Y | +44.3% | +17.8% | +26.5% | +33.5% |
| 3Y | +71.3% | +88.5% | -17.3% | +31.7% |
| 5Y | +56.4% | +60.6% | -4.2% | +21.9% |
| 10Y | +410.2% | +298.0% | +112.2% | +170.1% |
| All | +20,419.5% | +52,067.9% | -31,648.4% | +2,119.3% |
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