+566.6%
SCHD vs AXON
+11,085.9%
-10,519.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.4% | -0.4% |
| 7D | -0.3% | -14.2% | +13.9% | +1.0% |
| 30D | +3.4% | -15.4% | +18.8% | +4.7% |
| 3M | +7.6% | +0.5% | +7.2% | +6.9% |
| 6M | +12.2% | -9.5% | +21.7% | +12.0% |
| YTD | +29.0% | -9.2% | +38.2% | +28.2% |
| 1Y | +30.3% | -29.4% | +59.7% | +32.4% |
| 3Y | +56.1% | +139.4% | -83.3% | +36.5% |
| 5Y | +60.4% | +178.9% | -118.5% | +35.1% |
| 10Y | +241.3% | +1,840.8% | -1,599.5% | +131.7% |
| All | +566.6% | +11,085.9% | -10,519.3% | +267.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling