+84.5%
AAPL vs SCHD
+54.0%
+30.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.3% | +3.9% | +3.8% |
| 7D | -0.5% | -3.1% | +2.6% | +2.3% |
| 30D | +7.1% | -0.8% | +7.9% | +7.9% |
| 3M | +12.1% | +6.2% | +5.9% | +6.2% |
| 6M | +25.4% | +11.8% | +13.6% | +13.4% |
| YTD | +20.5% | +26.0% | -5.5% | -2.5% |
| 1Y | +44.5% | +28.1% | +16.4% | +14.9% |
| All | +84.5% | +54.0% | +30.5% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 3y: compounded portfolio wealth divided by compounded SCHD 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…
3y analysis · Full analysis span regression · 6 months rolling