+886.4%
ADBE vs SCHD
+558.6%
+327.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.1% | -2.4% | -2.3% |
| 7D | -10.1% | -1.1% | -8.9% | -8.9% |
| 30D | -3.0% | +1.5% | -4.5% | -4.4% |
| 3M | +5.0% | +7.4% | -2.4% | -2.0% |
| 6M | -9.3% | +12.4% | -21.7% | -19.4% |
| YTD | -26.5% | +27.5% | -54.0% | -43.1% |
| 1Y | -28.3% | +30.0% | -58.3% | -45.6% |
| 3Y | -54.1% | +56.5% | -110.6% | -71.8% |
| 5Y | -61.2% | +60.7% | -121.9% | -76.3% |
| 10Y | +152.5% | +237.8% | -85.2% | -35.8% |
| All | +886.4% | +558.6% | +327.8% | +4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling