+54.4%
SCHD vs RTX
+162.3%
-107.9%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.3% |
| 7D | -3.1% | -2.0% | -1.1% | -2.8% |
| 30D | -0.8% | -11.2% | +10.4% | +1.3% |
| 3M | +6.2% | +12.0% | -5.8% | +3.6% |
| 6M | +11.8% | -3.6% | +15.4% | +12.3% |
| YTD | +26.0% | +9.2% | +16.8% | +23.0% |
| 1Y | +28.1% | +29.7% | -1.6% | +20.3% |
| All | +54.4% | +162.3% | -107.9% | +25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling