+1.4%
AVGO vs SCHD
+28.6%
-27.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | -0.1% | +0.5% |
| 7D | +1.1% | -2.0% | +3.1% | +0.1% |
| 30D | -13.0% | -0.4% | -12.6% | -13.2% |
| 3M | -6.0% | +5.7% | -11.7% | -3.4% |
| 6M | +6.4% | +11.9% | -5.5% | +9.8% |
| YTD | +5.0% | +26.4% | -21.5% | +13.0% |
| 1Y | +1.4% | +27.6% | -26.2% | +9.6% |
| All | +1.4% | +28.6% | -27.2% | +9.6% |
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