+30.3%
SCHD vs EQX
+42.9%
-12.6%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.8% |
| 7D | -0.3% | -1.4% | +1.1% | -0.3% |
| 30D | +3.4% | +24.4% | -20.9% | +3.2% |
| 3M | +7.6% | +11.6% | -4.0% | +7.5% |
| 6M | +12.2% | -25.0% | +37.2% | +12.5% |
| YTD | +29.0% | -8.4% | +37.3% | +29.4% |
| 1Y | +30.3% | +43.4% | -13.1% | +32.4% |
| All | +30.3% | +42.9% | -12.6% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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