+41.8%
SCHD vs DOCU
+11.6%
+30.2%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.9% |
| 7D | +3.2% | -3.7% | +6.9% | +3.3% |
| 30D | +10.7% | +15.0% | -4.3% | +10.4% |
| 3M | +7.8% | +39.9% | -32.1% | +7.3% |
| 6M | +16.7% | +66.2% | -49.4% | +16.2% |
| YTD | +35.3% | +17.7% | +17.6% | +34.9% |
| 1Y | +41.8% | +13.7% | +28.1% | +42.1% |
| All | +41.8% | +11.6% | +30.2% | +42.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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