+238.6%
SCHD vs RTX
+286.0%
-47.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | -2.0% | -1.5% | -0.4% | -1.4% |
| 30D | -0.4% | -11.0% | +10.6% | +3.9% |
| 3M | +5.7% | +7.7% | -1.9% | +2.3% |
| 6M | +11.9% | -3.9% | +15.8% | +12.7% |
| YTD | +26.4% | +9.0% | +17.5% | +20.9% |
| 1Y | +27.6% | +27.3% | +0.4% | +14.4% |
| 3Y | +54.9% | +172.9% | -118.0% | -0.6% |
| 5Y | +60.9% | +165.2% | -104.2% | +2.4% |
| All | +238.6% | +286.0% | -47.4% | +85.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RTX.
Daily Out/Under-Performance
Portfolio return minus RTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RTX 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 10y: compounded portfolio wealth divided by compounded RTX 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…
10y analysis · Full analysis span regression · 6 months rolling