+54.9%
SCHD vs MKSI
+190.8%
-135.9%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | +0.2% |
| 7D | -2.0% | +2.7% | -4.6% | -2.2% |
| 30D | -0.4% | -12.8% | +12.4% | +0.6% |
| 3M | +5.7% | -22.5% | +28.2% | +7.1% |
| 6M | +11.9% | +19.4% | -7.5% | +7.3% |
| YTD | +26.4% | +67.7% | -41.3% | +15.8% |
| 1Y | +27.6% | +131.4% | -103.8% | +11.1% |
| 3Y | +54.9% | +197.3% | -142.4% | +19.7% |
| All | +54.9% | +190.8% | -135.9% | +19.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 3y: compounded portfolio wealth divided by compounded MKSI 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…
3y analysis · Full analysis span regression · 6 months rolling