+60.2%
SCHD vs SNPS
+18.8%
+41.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.0% | +0.9% | -2.9% | -2.1% |
| 30D | -0.4% | -3.6% | +3.2% | -0.2% |
| 3M | +5.7% | -12.9% | +18.6% | +7.1% |
| 6M | +11.9% | -8.2% | +20.1% | +12.2% |
| YTD | +26.4% | -15.4% | +41.8% | +27.7% |
| 1Y | +27.6% | -9.3% | +36.9% | +27.1% |
| 3Y | +54.9% | -14.0% | +68.9% | +45.6% |
| All | +60.2% | +18.8% | +41.4% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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