+368.8%
SNXX vs SCHD
+18.9%
+349.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.4% | -5.8% |
| 7D | -12.0% | -2.0% | -10.1% | -17.7% |
| 30D | +37.9% | -0.4% | +38.3% | +37.3% |
| 3M | -52.7% | +5.7% | -58.4% | -43.0% |
| 6M | +194.8% | +11.9% | +182.9% | +218.6% |
| All | +368.8% | +18.9% | +349.9% | +414.1% |
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