+60.2%
SCHD vs RPRX
+70.9%
-10.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RPRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -2.0% | -8.4% | +6.4% | 0.0% |
| 30D | -0.4% | -0.6% | +0.2% | -0.3% |
| 3M | +5.7% | +6.4% | -0.7% | +4.0% |
| 6M | +11.9% | +26.6% | -14.7% | +5.5% |
| YTD | +26.4% | +53.8% | -27.3% | +13.7% |
| 1Y | +27.6% | +62.8% | -35.2% | +12.8% |
| 3Y | +54.9% | +118.0% | -63.1% | +25.9% |
| All | +60.2% | +70.9% | -10.7% | +41.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling