+31.4%
UNH vs SCHW
+14.3%
+17.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | 0.0% | -0.9% |
| 7D | +1.1% | -0.8% | +1.9% | +1.1% |
| 30D | -3.8% | +1.5% | -5.3% | -3.9% |
| 3M | +0.7% | +24.6% | -23.8% | -1.4% |
| 6M | +37.9% | +14.5% | +23.3% | +35.7% |
| YTD | +21.9% | +10.5% | +11.5% | +19.9% |
| 1Y | +31.4% | +13.4% | +18.0% | +27.3% |
| All | +31.4% | +14.3% | +17.1% | +27.3% |
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 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