-61.4%
ADBE vs SCHD
+59.3%
-120.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.1% | -2.1% |
| 7D | -12.9% | -3.1% | -9.8% | -9.9% |
| 30D | -5.6% | -0.8% | -4.8% | -4.7% |
| 3M | +6.6% | +6.2% | +0.4% | +0.6% |
| 6M | -9.6% | +11.8% | -21.4% | -19.4% |
| YTD | -28.9% | +26.0% | -54.9% | -44.6% |
| 1Y | -28.9% | +28.1% | -57.1% | -45.7% |
| 3Y | -55.6% | +54.6% | -110.2% | -73.7% |
| All | -61.4% | +59.3% | -120.7% | -77.2% |
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