+41.8%
SCHD vs PSX
+97.5%
-55.7%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.5% | +6.4% | +2.3% |
| 7D | +3.2% | -5.2% | +8.4% | +3.7% |
| 30D | +10.7% | -3.7% | +14.4% | +10.9% |
| 3M | +7.8% | +26.8% | -18.9% | +4.6% |
| 6M | +16.7% | +47.3% | -30.6% | +10.8% |
| YTD | +35.3% | +105.4% | -70.2% | +19.2% |
| 1Y | +41.8% | +96.9% | -55.2% | +25.8% |
| All | +41.8% | +97.5% | -55.7% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling