+2,492.2%
SMCI vs SCHD
+550.6%
+1,941.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.7% | -3.6% |
| 7D | -1.3% | -3.1% | +1.8% | +2.5% |
| 30D | +18.3% | -0.8% | +19.1% | +19.3% |
| 3M | +27.7% | +6.2% | +21.5% | +17.6% |
| 6M | +17.6% | +11.8% | +5.8% | +2.0% |
| YTD | +27.7% | +26.0% | +1.7% | -4.2% |
| 1Y | -14.9% | +28.1% | -43.0% | -37.5% |
| 3Y | +33.2% | +54.6% | -21.4% | -23.9% |
| 5Y | +921.6% | +60.3% | +861.3% | +472.7% |
| 10Y | +1,672.4% | +242.1% | +1,430.3% | +251.4% |
| All | +2,492.2% | +550.6% | +1,941.7% | +76.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling