+107.5%
SOXX vs SCHD
+28.6%
+78.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.9% |
| 7D | +1.4% | -2.0% | +3.3% | +1.2% |
| 30D | -3.6% | -0.4% | -3.2% | -3.8% |
| 3M | -10.2% | +5.7% | -15.9% | -11.1% |
| 6M | +54.2% | +11.9% | +42.4% | +47.5% |
| YTD | +75.2% | +26.4% | +48.8% | +59.3% |
| 1Y | +107.5% | +27.6% | +79.9% | +87.8% |
| All | +107.5% | +28.6% | +78.9% | +87.8% |
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 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