+238.6%
SCHD vs ADI
+670.4%
-431.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.9% | -4.5% | -1.1% |
| 7D | -2.0% | +4.6% | -6.5% | -3.3% |
| 30D | -0.4% | -1.2% | +0.8% | -0.2% |
| 3M | +5.7% | -7.8% | +13.5% | +7.5% |
| 6M | +11.9% | +19.3% | -7.5% | +3.6% |
| YTD | +26.4% | +40.9% | -14.5% | +10.4% |
| 1Y | +27.6% | +54.5% | -26.9% | +7.5% |
| 3Y | +54.9% | +123.4% | -68.5% | +10.1% |
| 5Y | +60.9% | +142.3% | -81.4% | +7.8% |
| All | +238.6% | +670.4% | -431.8% | +50.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 10y: compounded portfolio wealth divided by compounded ADI 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…
10y analysis · Full analysis span regression · 6 months rolling