-24.3%
UBER vs SCHW
+17.7%
-42.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.2% | -1.2% |
| 7D | -5.4% | -1.9% | -3.5% | -4.9% |
| 30D | -4.9% | -1.6% | -3.3% | -4.5% |
| 3M | +3.0% | +21.3% | -18.2% | -2.4% |
| 6M | -4.4% | +16.5% | -20.9% | -8.4% |
| YTD | -12.3% | +8.4% | -20.7% | -15.4% |
| 1Y | -24.3% | +15.6% | -39.9% | -29.1% |
| All | -24.3% | +17.7% | -42.0% | -29.1% |
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 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