+17,600.4%
WDC vs SCHW
+52,067.9%
-34,467.5%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.7% | -5.2% | -4.7% |
| 7D | +4.4% | -2.8% | +7.2% | +5.5% |
| 30D | +5.3% | -0.1% | +5.3% | +5.1% |
| 3M | -5.9% | +20.6% | -26.5% | -13.2% |
| 6M | +73.2% | +15.9% | +57.3% | +61.2% |
| YTD | +167.8% | +8.5% | +159.4% | +156.1% |
| 1Y | +386.0% | +17.8% | +368.1% | +349.5% |
| 3Y | +1,309.7% | +88.5% | +1,221.2% | +979.3% |
| 5Y | +957.1% | +60.6% | +896.5% | +730.4% |
| 10Y | +1,246.7% | +298.0% | +948.7% | +640.8% |
| All | +17,600.4% | +52,067.9% | -34,467.5% | +1,471.9% |
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