+545.9%
INTC vs SCHD
+558.6%
-12.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.1% | +10.2% | +10.4% |
| 7D | +17.4% | -1.1% | +18.6% | +18.9% |
| 30D | +2.8% | +1.5% | +1.3% | +0.3% |
| 3M | -5.3% | +7.4% | -12.7% | -15.0% |
| 6M | +140.6% | +12.4% | +128.2% | +104.2% |
| YTD | +183.1% | +27.5% | +155.6% | +104.8% |
| 1Y | +326.8% | +30.0% | +296.8% | +200.6% |
| 3Y | +179.4% | +56.5% | +123.0% | +60.0% |
| 5Y | +111.7% | +60.7% | +51.1% | +19.4% |
| 10Y | +253.8% | +237.8% | +16.1% | -20.1% |
| All | +545.9% | +558.6% | -12.7% | -37.5% |
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