+27.6%
SCHD vs FLEX
+101.0%
-73.4%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +7.2% | -6.8% | +0.4% |
| 7D | -2.0% | +5.7% | -7.7% | -1.9% |
| 30D | -0.4% | -7.0% | +6.6% | -0.4% |
| 3M | +5.7% | -23.8% | +29.5% | +5.8% |
| 6M | +11.9% | +82.6% | -70.8% | +9.3% |
| YTD | +26.4% | +91.6% | -65.2% | +23.0% |
| 1Y | +27.6% | +100.6% | -72.9% | +23.7% |
| All | +27.6% | +101.0% | -73.4% | +23.7% |
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