+5,706.3%
ANET vs SCHD
+299.0%
+5,407.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +0.4% | +5.2% | +5.2% |
| 7D | +3.0% | -2.0% | +5.0% | +5.1% |
| 30D | -5.2% | -0.4% | -4.8% | -5.0% |
| 3M | +27.6% | +5.7% | +21.9% | +19.5% |
| 6M | +44.4% | +11.9% | +32.5% | +27.5% |
| YTD | +52.3% | +26.4% | +25.9% | +17.8% |
| 1Y | +30.4% | +27.6% | +2.8% | -0.5% |
| 3Y | +313.3% | +54.9% | +258.3% | +153.0% |
| 5Y | +810.0% | +60.9% | +749.1% | +444.2% |
| 10Y | +3,903.8% | +243.4% | +3,660.4% | +910.6% |
| All | +5,706.3% | +299.0% | +5,407.2% | +1,106.3% |
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