+593.7%
SCHD vs INTU
+647.6%
-53.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.7% | +0.5% | -0.1% |
| 7D | +1.4% | -4.1% | +5.6% | +2.6% |
| 30D | +7.7% | +12.8% | -5.2% | +4.1% |
| 3M | +5.7% | +2.1% | +3.6% | +4.5% |
| 6M | +14.9% | -11.5% | +26.4% | +16.2% |
| YTD | +34.2% | -47.9% | +82.1% | +56.1% |
| 1Y | +36.8% | -47.7% | +84.5% | +58.7% |
| 3Y | +73.2% | -34.0% | +107.1% | +81.0% |
| 5Y | +62.8% | -43.5% | +106.3% | +72.1% |
| 10Y | +257.2% | +231.1% | +26.1% | +86.8% |
| All | +593.7% | +647.6% | -53.9% | +159.3% |
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