+60.0%
SCHD vs INTU
-42.7%
+102.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.6% | -0.7% |
| 7D | -2.6% | -8.5% | +5.8% | -1.3% |
| 30D | -0.3% | -6.1% | +5.8% | +0.6% |
| 3M | +6.1% | +7.3% | -1.2% | +4.6% |
| 6M | +11.7% | -33.2% | +44.9% | +17.9% |
| YTD | +26.3% | -52.2% | +78.5% | +41.9% |
| 1Y | +28.8% | -52.7% | +81.4% | +44.7% |
| 3Y | +55.0% | -41.6% | +96.7% | +62.9% |
| 5Y | +60.0% | -42.6% | +102.7% | +58.8% |
| All | +60.0% | -42.7% | +102.8% | +58.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 5y: compounded portfolio wealth divided by compounded INTU 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…
5y analysis · Full analysis span regression · 6 months rolling