+57.4%
INTC vs SCHD
+42.1%
+15.2%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.9% | -5.6% | -2.4% |
| 7D | -39.0% | +3.2% | -42.2% | -37.5% |
| 30D | -49.8% | +10.7% | -60.5% | -47.1% |
| 3M | -42.2% | +7.8% | -50.1% | -39.8% |
| 6M | -39.2% | +16.7% | -55.9% | -39.2% |
| YTD | +57.9% | +35.3% | +22.7% | +39.7% |
| 1Y | +57.4% | +41.8% | +15.6% | +35.7% |
| All | +57.4% | +42.1% | +15.2% | +35.7% |
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