+54.4%
SCHD vs ADI
+110.8%
-56.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.8% | -0.1% |
| 7D | -3.1% | +1.3% | -4.4% | -3.4% |
| 30D | -0.8% | -6.0% | +5.1% | +0.3% |
| 3M | +6.2% | -7.7% | +13.9% | +7.2% |
| 6M | +11.8% | +14.0% | -2.2% | +7.0% |
| YTD | +26.0% | +34.4% | -8.4% | +15.6% |
| 1Y | +28.1% | +48.0% | -19.8% | +14.6% |
| All | +54.4% | +110.8% | -56.5% | +19.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling