+151.4%
ADBE vs SCHD
+244.5%
-93.1%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.0% |
| 7D | -5.4% | -2.0% | -3.4% | -3.5% |
| 30D | -2.5% | -0.4% | -2.1% | -2.0% |
| 3M | +15.3% | +5.7% | +9.6% | +9.7% |
| 6M | -7.8% | +11.9% | -19.7% | -17.3% |
| YTD | -27.9% | +26.4% | -54.4% | -42.9% |
| 1Y | -28.0% | +27.6% | -55.7% | -43.6% |
| 3Y | -55.3% | +54.9% | -110.3% | -71.5% |
| 5Y | -61.7% | +60.9% | -122.7% | -76.0% |
| All | +151.4% | +244.5% | -93.1% | -34.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling