+36.6%
SCHD vs AXON
-45.7%
+82.4%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | -0.2% |
| 7D | +1.4% | -19.7% | +21.2% | +2.0% |
| 30D | +7.7% | -25.7% | +33.4% | +8.4% |
| 3M | +5.7% | -48.8% | +54.5% | +6.9% |
| 6M | +14.9% | -22.0% | +36.9% | +16.3% |
| YTD | +34.2% | -45.9% | +80.1% | +36.3% |
| All | +36.6% | -45.7% | +82.4% | +38.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling