+238.6%
SCHD vs INFY
+80.1%
+158.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INFY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | 0.0% |
| 7D | -2.0% | -5.4% | +3.4% | -0.5% |
| 30D | -0.4% | -9.9% | +9.4% | +2.3% |
| 3M | +5.7% | -4.6% | +10.3% | +6.4% |
| 6M | +11.9% | -18.5% | +30.3% | +17.0% |
| YTD | +26.4% | -36.5% | +63.0% | +41.1% |
| 1Y | +27.6% | -32.8% | +60.4% | +39.1% |
| 3Y | +54.9% | -32.2% | +87.1% | +65.3% |
| 5Y | +60.9% | -44.7% | +105.6% | +79.8% |
| All | +238.6% | +80.1% | +158.6% | +149.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INFY.
Daily Out/Under-Performance
Portfolio return minus INFY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INFY 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 INFY 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