+257.7%
SCHD vs AXON
+1,027.4%
-769.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | 0.0% |
| 7D | +1.4% | -19.7% | +21.2% | +3.4% |
| 30D | +7.7% | -25.7% | +33.4% | +10.5% |
| 3M | +5.7% | -48.8% | +54.5% | +12.3% |
| 6M | +14.9% | -22.0% | +36.9% | +16.1% |
| YTD | +34.2% | -45.9% | +80.1% | +39.8% |
| 1Y | +36.8% | -46.1% | +82.9% | +42.4% |
| 3Y | +73.2% | +40.9% | +32.3% | +54.8% |
| 5Y | +62.8% | +80.2% | -17.4% | +37.2% |
| All | +257.7% | +1,027.4% | -769.7% | +143.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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