+103.2%
INTC vs SCHD
+59.9%
+43.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.2% | +2.1% |
| 7D | +7.5% | -2.0% | +9.4% | +10.1% |
| 30D | +2.0% | -0.4% | +2.4% | +2.0% |
| 3M | -12.0% | +5.7% | -17.7% | -20.2% |
| 6M | +114.5% | +11.9% | +102.7% | +79.8% |
| YTD | +179.0% | +26.4% | +152.5% | +96.1% |
| 1Y | +318.3% | +27.6% | +290.7% | +189.4% |
| 3Y | +171.2% | +54.9% | +116.3% | +46.8% |
| All | +103.2% | +59.9% | +43.3% | +8.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling