+28.8%
SCHD vs SWKS
+4.5%
+24.3%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.5% | -1.0% |
| 7D | -2.6% | +6.8% | -9.4% | -3.1% |
| 30D | -0.3% | +11.3% | -11.6% | -1.2% |
| 3M | +6.1% | +4.1% | +2.0% | +5.7% |
| 6M | +11.7% | +39.7% | -28.0% | +7.3% |
| YTD | +26.3% | +23.2% | +3.1% | +22.6% |
| 1Y | +28.8% | +5.3% | +23.5% | +25.9% |
| All | +28.8% | +4.5% | +24.3% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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