+11.7%
SCHD vs WFC
+14.2%
-2.5%
-3.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.9% | -2.9% | -1.2% |
| 7D | -2.6% | +0.4% | -3.1% | -2.7% |
| 30D | -0.3% | +2.5% | -2.7% | -0.6% |
| 3M | +6.1% | +10.0% | -3.9% | +4.8% |
| 6M | +11.7% | +15.1% | -3.3% | +9.6% |
| All | +11.7% | +14.2% | -2.5% | +9.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling