+44.6%
SMCI vs SCHD
+54.6%
-10.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +6.9% |
| 7D | +1.3% | -2.0% | +3.2% | +3.3% |
| 30D | +6.6% | -0.4% | +7.0% | +6.9% |
| 3M | +25.4% | +5.7% | +19.7% | +17.7% |
| 6M | +26.1% | +11.9% | +14.3% | +11.7% |
| YTD | +37.0% | +26.4% | +10.6% | +7.4% |
| 1Y | -8.8% | +27.6% | -36.4% | -29.2% |
| 3Y | +44.6% | +54.9% | -10.3% | -20.5% |
| All | +44.6% | +54.6% | -10.0% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 3y: compounded portfolio wealth divided by compounded SCHD 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…
3y analysis · Full analysis span regression · 6 months rolling