+1,817.6%
SMH vs SCHD
+244.5%
+1,573.1%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.0% |
| 7D | +0.3% | -2.0% | +2.2% | +2.6% |
| 30D | -2.8% | -0.4% | -2.4% | -2.6% |
| 3M | -6.7% | +5.7% | -12.4% | -13.6% |
| 6M | +41.8% | +11.9% | +29.9% | +22.7% |
| YTD | +57.9% | +26.4% | +31.4% | +17.7% |
| 1Y | +87.6% | +27.6% | +60.0% | +38.0% |
| 3Y | +282.9% | +54.9% | +228.0% | +120.8% |
| 5Y | +330.4% | +60.9% | +269.5% | +143.8% |
| All | +1,817.6% | +244.5% | +1,573.1% | +326.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling