+60.2%
SCHD vs AXTI
+614.9%
-554.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.0% | +5.1% | -7.0% | -2.1% |
| 30D | -0.4% | -17.5% | +17.1% | -0.1% |
| 3M | +5.7% | -26.7% | +32.4% | +5.8% |
| 6M | +11.9% | +36.8% | -24.9% | +8.0% |
| YTD | +26.4% | +296.1% | -269.7% | +15.4% |
| 1Y | +27.6% | +1,810.6% | -1,783.0% | +7.0% |
| 3Y | +54.9% | +2,587.6% | -2,532.6% | +20.2% |
| All | +60.2% | +614.9% | -554.7% | +35.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling