+30.4%
ANET vs SCHD
+28.6%
+1.8%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.4% | +5.2% | +5.7% |
| 7D | +3.0% | -2.0% | +5.0% | +2.2% |
| 30D | -5.2% | -0.4% | -4.8% | -5.3% |
| 3M | +27.6% | +5.7% | +21.9% | +29.5% |
| 6M | +44.4% | +11.9% | +32.5% | +45.9% |
| YTD | +52.3% | +26.4% | +25.9% | +57.9% |
| 1Y | +30.4% | +27.6% | +2.8% | +41.5% |
| All | +30.4% | +28.6% | +1.8% | +41.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling