+127.8%
AAPL vs SCHD
+59.9%
+67.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.4% | +1.3% |
| 7D | +3.8% | -2.0% | +5.8% | +6.1% |
| 30D | +9.9% | -0.4% | +10.3% | +10.4% |
| 3M | +12.5% | +5.7% | +6.8% | +5.8% |
| 6M | +27.6% | +11.9% | +15.7% | +12.8% |
| YTD | +22.6% | +26.4% | -3.9% | -5.6% |
| 1Y | +45.0% | +27.6% | +17.4% | +10.3% |
| 3Y | +87.8% | +54.9% | +32.8% | +12.8% |
| All | +127.8% | +59.9% | +67.9% | +35.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling