+164.3%
INTC vs SCHD
+54.0%
+110.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.3% | -5.3% | -5.2% |
| 7D | +9.4% | -3.1% | +12.5% | +13.5% |
| 30D | +2.7% | -0.8% | +3.5% | +3.1% |
| 3M | -6.3% | +6.2% | -12.5% | -15.5% |
| 6M | +114.5% | +11.8% | +102.6% | +79.1% |
| YTD | +171.9% | +26.0% | +145.9% | +89.6% |
| 1Y | +305.0% | +28.1% | +276.9% | +174.2% |
| All | +164.3% | +54.0% | +110.3% | +52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling