+30.8%
SOXX vs SCHD
+38.7%
-7.9%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -2.2% | -68.5% | -68.6% |
| 7D | -23.0% | -0.5% | -22.5% | -16.9% |
| 30D | -32.9% | +7.8% | -40.7% | -25.5% |
| 3M | -25.3% | +6.1% | -31.4% | -17.7% |
| 6M | -17.8% | +13.6% | -31.3% | -10.9% |
| YTD | +32.1% | +32.3% | -0.2% | +36.1% |
| 1Y | +30.8% | +38.0% | -7.2% | +32.6% |
| All | +30.8% | +38.7% | -7.9% | +32.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling