+60.2%
SCHD vs EQIX
+34.9%
+25.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.1% |
| 7D | -2.0% | +0.2% | -2.1% | -2.0% |
| 30D | -0.4% | -2.5% | +2.1% | +0.1% |
| 3M | +5.7% | 0.0% | +5.8% | +5.4% |
| 6M | +11.9% | +7.6% | +4.2% | +9.5% |
| YTD | +26.4% | +37.5% | -11.1% | +16.0% |
| 1Y | +27.6% | +32.9% | -5.3% | +18.0% |
| 3Y | +54.9% | +42.8% | +12.2% | +38.2% |
| All | +60.2% | +34.9% | +25.3% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 EQIX 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