+38.0%
SCHD vs AXTI
+324.0%
-286.0%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -22.8% | +20.6% | -2.4% |
| 7D | -0.5% | -39.7% | +39.2% | -0.9% |
| 30D | +7.8% | -56.3% | +64.1% | +7.2% |
| 3M | +6.1% | -46.5% | +52.6% | +5.7% |
| 6M | +13.6% | -65.9% | +79.4% | +13.7% |
| YTD | +32.3% | +124.6% | -92.3% | +31.1% |
| 1Y | +38.0% | +303.5% | -265.5% | +38.4% |
| All | +38.0% | +324.0% | -286.0% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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