+980.0%
SMCI vs SCHD
+59.9%
+920.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +0.4% | +6.9% | +6.8% |
| 7D | +1.3% | -2.0% | +3.2% | +3.8% |
| 30D | +6.6% | -0.4% | +7.0% | +7.0% |
| 3M | +25.4% | +5.7% | +19.7% | +15.8% |
| 6M | +26.1% | +11.9% | +14.3% | +8.7% |
| YTD | +37.0% | +26.4% | +10.6% | +1.1% |
| 1Y | -8.8% | +27.6% | -36.4% | -33.5% |
| 3Y | +44.6% | +54.9% | -10.3% | -23.6% |
| All | +980.0% | +59.9% | +920.1% | +492.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling