+30.3%
SCHD vs FLEX
+102.8%
-72.5%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.5% | -2.3% | -0.8% |
| 7D | -0.3% | -0.9% | +0.6% | -0.3% |
| 30D | +3.4% | -10.1% | +13.6% | +3.4% |
| 3M | +7.6% | -31.3% | +39.0% | +7.8% |
| 6M | +12.2% | +71.3% | -59.1% | +9.6% |
| YTD | +29.0% | +81.2% | -52.3% | +25.5% |
| 1Y | +30.3% | +98.5% | -68.2% | +26.3% |
| All | +30.3% | +102.8% | -72.5% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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