+238.6%
SCHD vs EVRG
+113.9%
+124.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | -0.4% | -1.2% | +0.8% | 0.0% |
| 3M | +5.7% | -0.6% | +6.3% | +5.9% |
| 6M | +11.9% | +2.4% | +9.4% | +10.5% |
| YTD | +26.4% | +15.5% | +11.0% | +18.7% |
| 1Y | +27.6% | +16.8% | +10.8% | +19.0% |
| 3Y | +54.9% | +75.0% | -20.1% | +20.9% |
| 5Y | +60.9% | +49.3% | +11.6% | +32.9% |
| All | +238.6% | +113.9% | +124.7% | +145.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 10y: compounded portfolio wealth divided by compounded EVRG 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…
10y analysis · Full analysis span regression · 6 months rolling