+566.6%
SCHD vs APH
+3,526.8%
-2,960.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -1.1% |
| 7D | -0.3% | +5.0% | -5.2% | -2.0% |
| 30D | +3.4% | -3.9% | +7.3% | +4.6% |
| 3M | +7.6% | +13.0% | -5.3% | +1.6% |
| 6M | +12.2% | +25.2% | -13.0% | +0.7% |
| YTD | +29.0% | +22.9% | +6.0% | +14.3% |
| 1Y | +30.3% | +47.8% | -17.5% | +5.7% |
| 3Y | +56.1% | +283.0% | -226.9% | -21.9% |
| 5Y | +60.4% | +349.7% | -289.2% | -27.0% |
| 10Y | +241.3% | +1,061.2% | -820.0% | 0.0% |
| All | +566.6% | +3,526.8% | -2,960.2% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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