+282.9%
SMH vs SCHD
+54.6%
+228.3%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.2% |
| 7D | +0.3% | -2.0% | +2.2% | +1.9% |
| 30D | -2.8% | -0.4% | -2.4% | -2.7% |
| 3M | -6.7% | +5.7% | -12.4% | -11.9% |
| 6M | +41.8% | +11.9% | +29.9% | +26.8% |
| YTD | +57.9% | +26.4% | +31.4% | +24.7% |
| 1Y | +87.6% | +27.6% | +60.0% | +46.6% |
| 3Y | +282.9% | +54.9% | +228.0% | +144.8% |
| All | +282.9% | +54.6% | +228.3% | +144.8% |
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