+4,674.0%
NFLX vs SCHD
+552.5%
+4,121.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.2% |
| 7D | -8.1% | -2.6% | -5.5% | -5.9% |
| 30D | -0.3% | -0.3% | 0.0% | 0.0% |
| 3M | -6.6% | +6.1% | -12.7% | -11.1% |
| 6M | -22.7% | +11.7% | -34.4% | -29.7% |
| YTD | -18.9% | +26.3% | -45.2% | -33.9% |
| 1Y | -39.8% | +28.8% | -68.6% | -51.9% |
| 3Y | +71.7% | +55.0% | +16.7% | +13.1% |
| 5Y | +27.2% | +60.0% | -32.8% | -17.1% |
| 10Y | +687.9% | +243.1% | +444.7% | +113.3% |
| All | +4,674.0% | +552.5% | +4,121.6% | +378.2% |
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