+597.4%
SCHD vs AXON
+6,742.3%
-6,144.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | +0.3% |
| 7D | +2.7% | +0.8% | +1.9% | +2.6% |
| 30D | +7.1% | -22.8% | +29.9% | +9.4% |
| 3M | +5.7% | -48.8% | +54.5% | +11.8% |
| 6M | +15.6% | -16.3% | +31.9% | +16.0% |
| YTD | +34.9% | -44.5% | +79.4% | +39.7% |
| 1Y | +37.4% | -43.4% | +80.8% | +41.9% |
| 3Y | +74.5% | +44.3% | +30.3% | +59.3% |
| 5Y | +63.7% | +85.1% | -21.4% | +42.5% |
| 10Y | +259.1% | +1,060.5% | -801.5% | +154.8% |
| All | +597.4% | +6,742.3% | -6,144.9% | +300.1% |
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