+13,209.2%
STX vs SCHD
+566.1%
+12,643.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.8% | +7.1% | +7.3% |
| 7D | +2.4% | -0.3% | +2.6% | +2.6% |
| 30D | +1.4% | +3.4% | -2.1% | -3.0% |
| 3M | -8.2% | +7.6% | -15.9% | -17.4% |
| 6M | +127.0% | +12.2% | +114.9% | +94.3% |
| YTD | +209.1% | +29.0% | +180.2% | +122.9% |
| 1Y | +365.4% | +30.3% | +335.1% | +229.5% |
| 3Y | +1,135.4% | +56.1% | +1,079.2% | +600.2% |
| 5Y | +991.5% | +60.4% | +931.1% | +510.5% |
| 10Y | +3,695.8% | +241.3% | +3,454.6% | +661.7% |
| All | +13,209.2% | +566.1% | +12,643.2% | +816.4% |
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