+559.1%
SCHD vs TECH
+371.6%
+187.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -1.0% | -1.1% |
| 7D | -1.1% | +0.2% | -1.3% | -1.2% |
| 30D | +1.5% | +0.1% | +1.4% | +1.5% |
| 3M | +7.4% | +37.5% | -30.1% | -0.8% |
| 6M | +12.4% | +34.6% | -22.2% | +2.9% |
| YTD | +27.5% | +23.5% | +4.0% | +18.9% |
| 1Y | +30.0% | +34.4% | -4.4% | +17.9% |
| 3Y | +56.5% | +2.3% | +54.2% | +47.0% |
| 5Y | +60.7% | -41.7% | +102.4% | +71.7% |
| 10Y | +237.8% | +177.6% | +60.1% | +113.3% |
| All | +559.1% | +371.6% | +187.5% | +242.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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