+74.5%
SCHD vs APD
+29.7%
+44.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.7% | +3.8% | -1.1% | +1.8% |
| 30D | +7.1% | +8.2% | -1.1% | +5.3% |
| 3M | +5.7% | +4.3% | +1.5% | +4.7% |
| 6M | +15.6% | +4.7% | +10.9% | +14.3% |
| YTD | +34.9% | +31.5% | +3.4% | +25.7% |
| 1Y | +37.4% | +23.5% | +13.8% | +29.8% |
| 3Y | +74.5% | +29.1% | +45.4% | +64.7% |
| All | +74.5% | +29.7% | +44.8% | +64.7% |
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