+553.0%
SCHD vs RTX
+503.6%
+49.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.3% | -0.7% |
| 7D | -2.6% | -1.6% | -1.0% | -2.0% |
| 30D | -0.3% | -11.6% | +11.3% | +4.6% |
| 3M | +6.1% | +9.2% | -3.1% | +1.9% |
| 6M | +11.7% | -4.4% | +16.1% | +12.8% |
| YTD | +26.3% | +8.9% | +17.4% | +20.6% |
| 1Y | +28.8% | +32.1% | -3.4% | +12.9% |
| 3Y | +55.0% | +151.2% | -96.2% | +0.8% |
| 5Y | +60.0% | +162.9% | -102.9% | +0.1% |
| 10Y | +243.1% | +283.9% | -40.8% | +70.3% |
| All | +553.0% | +503.6% | +49.4% | +150.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling