+597.4%
SCHD vs INTU
+651.0%
-53.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +2.7% | +0.1% | +2.6% | +2.7% |
| 30D | +7.1% | +10.1% | -2.9% | +4.3% |
| 3M | +5.7% | -4.2% | +9.9% | +6.4% |
| 6M | +15.6% | -7.2% | +22.8% | +15.3% |
| YTD | +34.9% | -47.7% | +82.6% | +56.8% |
| 1Y | +37.4% | -46.7% | +84.0% | +58.5% |
| 3Y | +74.5% | -34.1% | +108.6% | +82.5% |
| 5Y | +63.7% | -43.3% | +107.0% | +72.8% |
| 10Y | +259.1% | +232.6% | +26.5% | +87.5% |
| All | +597.4% | +651.0% | -53.6% | +160.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling