+140.4%
SCHD vs NET
+1,449.6%
-1,309.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | -0.7% |
| 7D | -0.3% | -7.0% | +6.7% | +0.1% |
| 30D | +3.4% | -4.8% | +8.2% | +3.6% |
| 3M | +7.6% | +3.8% | +3.8% | +7.1% |
| 6M | +12.2% | +50.0% | -37.9% | +8.3% |
| YTD | +29.0% | +41.5% | -12.5% | +24.6% |
| 1Y | +30.3% | +32.8% | -2.5% | +26.2% |
| 3Y | +56.1% | +335.9% | -279.7% | +36.6% |
| 5Y | +60.4% | +113.8% | -53.4% | +39.2% |
| All | +140.4% | +1,449.6% | -1,309.2% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NET.
Daily Out/Under-Performance
Portfolio return minus NET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NET 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 NET 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