+54.4%
SCHD vs APD
+5.8%
+48.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.2% |
| 7D | -3.1% | -3.5% | +0.4% | -2.4% |
| 30D | -0.8% | -5.1% | +4.2% | +0.3% |
| 3M | +6.2% | +6.9% | -0.7% | +4.5% |
| 6M | +11.8% | +8.1% | +3.7% | +9.6% |
| YTD | +26.0% | +21.2% | +4.7% | +19.9% |
| 1Y | +28.1% | +4.9% | +23.3% | +26.1% |
| All | +54.4% | +5.8% | +48.5% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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