+566.6%
SCHD vs INTU
+627.8%
-61.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.4% | +2.6% | +0.1% |
| 7D | -0.3% | -7.1% | +6.8% | +1.6% |
| 30D | +3.4% | +1.5% | +2.0% | +2.8% |
| 3M | +7.6% | +10.7% | -3.0% | +4.1% |
| 6M | +12.2% | -23.8% | +36.0% | +17.7% |
| YTD | +29.0% | -49.3% | +78.3% | +51.7% |
| 1Y | +30.3% | -49.7% | +79.9% | +53.1% |
| 3Y | +56.1% | -38.0% | +94.2% | +66.7% |
| 5Y | +60.4% | -38.7% | +99.2% | +64.0% |
| 10Y | +241.3% | +221.3% | +19.9% | +80.5% |
| All | +566.6% | +627.8% | -61.2% | +151.8% |
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 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