+30.3%
SCHD vs RPRX
+77.4%
-47.1%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -0.3% | +5.1% | -5.4% | -1.1% |
| 30D | +3.4% | +11.2% | -7.8% | +1.6% |
| 3M | +7.6% | +16.7% | -9.1% | +4.9% |
| 6M | +12.2% | +36.0% | -23.8% | +6.7% |
| YTD | +29.0% | +67.8% | -38.8% | +19.4% |
| 1Y | +30.3% | +76.7% | -46.4% | +19.2% |
| All | +30.3% | +77.4% | -47.1% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RPRX.
Daily Out/Under-Performance
Portfolio return minus RPRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RPRX 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 RPRX 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