+30.3%
SCHD vs WFC
+13.8%
+16.4%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.9% | -1.7% | -0.9% |
| 7D | -0.3% | +3.8% | -4.1% | -0.7% |
| 30D | +3.4% | +1.5% | +2.0% | +3.3% |
| 3M | +7.6% | +10.9% | -3.2% | +6.3% |
| 6M | +12.2% | +8.4% | +3.7% | +10.9% |
| YTD | +29.0% | -1.9% | +30.8% | +29.1% |
| 1Y | +30.3% | +12.3% | +17.9% | +27.5% |
| All | +30.3% | +13.8% | +16.4% | +27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WFC.
Daily Out/Under-Performance
Portfolio return minus WFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WFC 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 WFC 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