-0.3%
MSFT vs SCHD
+28.6%
-28.8%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.4% | +0.3% | +0.7% |
| 7D | -0.8% | -2.0% | +1.1% | -1.2% |
| 30D | +0.8% | -0.4% | +1.2% | +0.8% |
| 3M | +27.2% | +5.7% | +21.5% | +28.3% |
| 6M | +22.9% | +11.9% | +11.0% | +26.0% |
| YTD | +3.1% | +26.4% | -23.3% | +9.4% |
| 1Y | -0.3% | +27.6% | -27.9% | +5.5% |
| All | -0.3% | +28.6% | -28.8% | +5.5% |
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 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