+9.0%
MSFT vs SCHD
+42.1%
-33.2%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.9% | +4.8% | +7.0% |
| 7D | +4.7% | +3.2% | +1.5% | +5.3% |
| 30D | +5.8% | +10.7% | -4.8% | +8.0% |
| 3M | +13.0% | +7.8% | +5.2% | +15.0% |
| 6M | +34.9% | +16.7% | +18.2% | +40.5% |
| YTD | +15.7% | +35.3% | -19.6% | +28.7% |
| 1Y | +9.0% | +41.8% | -32.8% | +21.3% |
| All | +9.0% | +42.1% | -33.2% | +21.3% |
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