+238.6%
SCHD vs FIVN
+118.5%
+120.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.3% |
| 7D | -2.0% | -7.8% | +5.9% | -1.3% |
| 30D | -0.4% | -1.7% | +1.3% | -0.3% |
| 3M | +5.7% | +47.2% | -41.5% | +1.6% |
| 6M | +11.9% | +82.7% | -70.8% | +4.5% |
| YTD | +26.4% | +52.9% | -26.5% | +19.6% |
| 1Y | +27.6% | +17.5% | +10.1% | +23.6% |
| 3Y | +54.9% | -55.8% | +110.8% | +61.1% |
| 5Y | +60.9% | -82.3% | +143.3% | +76.4% |
| All | +238.6% | +118.5% | +120.1% | +185.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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