+551.1%
SCHD vs EQIX
+1,378.7%
-827.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.8% | +1.6% | +0.2% |
| 7D | -3.1% | -1.6% | -1.5% | -2.7% |
| 30D | -0.8% | -0.4% | -0.5% | -0.8% |
| 3M | +6.2% | -0.9% | +7.1% | +6.1% |
| 6M | +11.8% | +8.1% | +3.7% | +9.1% |
| YTD | +26.0% | +35.7% | -9.7% | +15.3% |
| 1Y | +28.1% | +34.0% | -5.8% | +17.5% |
| 3Y | +54.6% | +41.4% | +13.2% | +37.5% |
| 5Y | +60.3% | +34.0% | +26.3% | +41.9% |
| 10Y | +242.1% | +242.4% | -0.2% | +132.0% |
| All | +551.1% | +1,378.7% | -827.6% | +189.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling