+57.5%
SCHD vs DOCU
+33.7%
+23.9%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.7% | -4.5% | -1.0% |
| 7D | -0.3% | +6.9% | -7.2% | -0.7% |
| 30D | +3.4% | +19.0% | -15.5% | +2.2% |
| 3M | +7.6% | +34.3% | -26.7% | +5.3% |
| 6M | +12.2% | +48.0% | -35.9% | +8.8% |
| YTD | +29.0% | 0.0% | +28.9% | +28.8% |
| 1Y | +30.3% | -10.3% | +40.6% | +31.0% |
| All | +57.5% | +33.7% | +23.9% | +39.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling