+37.8%
SCHD vs SWK
+79.5%
-41.7%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.8% | -1.5% | +0.9% |
| 7D | -0.7% | +10.7% | -11.4% | -2.2% |
| 30D | +7.9% | +33.3% | -25.4% | +3.5% |
| 3M | +6.0% | +14.7% | -8.7% | +3.6% |
| 6M | +14.5% | +48.5% | -34.0% | +7.8% |
| YTD | +33.2% | +63.9% | -30.7% | +22.1% |
| All | +37.8% | +79.5% | -41.7% | +23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 1y: compounded portfolio wealth divided by compounded SWK 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…
1y analysis · Full analysis span regression · 6 months rolling