+62.8%
SCHD vs AXON
+81.2%
-18.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | -0.1% |
| 7D | +1.4% | -19.7% | +21.2% | +2.9% |
| 30D | +7.7% | -25.7% | +33.4% | +9.7% |
| 3M | +5.7% | -48.8% | +54.5% | +10.4% |
| 6M | +14.9% | -22.0% | +36.9% | +15.8% |
| YTD | +34.2% | -45.9% | +80.1% | +38.4% |
| 1Y | +36.8% | -46.1% | +82.9% | +41.1% |
| 3Y | +73.2% | +40.9% | +32.3% | +53.1% |
| 5Y | +62.8% | +80.2% | -17.4% | +30.9% |
| All | +62.8% | +81.2% | -18.4% | +30.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling