+60.2%
SCHD vs PSX
+362.1%
-302.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.3% |
| 7D | -2.0% | +1.7% | -3.7% | -2.3% |
| 30D | -0.4% | +15.6% | -16.0% | -3.6% |
| 3M | +5.7% | +46.5% | -40.7% | -3.2% |
| 6M | +11.9% | +55.0% | -43.1% | +0.7% |
| YTD | +26.4% | +105.3% | -78.8% | +6.2% |
| 1Y | +27.6% | +101.6% | -74.0% | +7.4% |
| 3Y | +54.9% | +134.1% | -79.2% | +23.4% |
| All | +60.2% | +362.1% | -302.0% | +9.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling