-55.9%
ADBE vs SCHD
+54.0%
-109.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.2% |
| 7D | -12.9% | -3.1% | -9.8% | -10.8% |
| 30D | -5.6% | -0.8% | -4.8% | -5.0% |
| 3M | +6.6% | +6.2% | +0.4% | +2.8% |
| 6M | -9.6% | +11.8% | -21.4% | -15.9% |
| YTD | -28.9% | +26.0% | -54.9% | -39.6% |
| 1Y | -28.9% | +28.1% | -57.1% | -40.5% |
| All | -55.9% | +54.0% | -109.9% | -67.8% |
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