+113.9%
SOXX vs SCHD
+30.7%
+83.2%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.5% |
| 7D | +2.2% | -0.3% | +2.5% | +2.2% |
| 30D | -2.0% | +3.4% | -5.5% | -2.1% |
| 3M | -13.7% | +7.6% | -21.3% | -14.3% |
| 6M | +52.4% | +12.2% | +40.2% | +47.2% |
| YTD | +72.8% | +29.0% | +43.9% | +57.8% |
| 1Y | +113.9% | +30.3% | +83.6% | +94.3% |
| All | +113.9% | +30.7% | +83.2% | +94.3% |
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