+4.6%
TSLA vs SCHD
+30.7%
-26.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.8% | -5.1% | -5.6% |
| 7D | +1.5% | -0.3% | +1.8% | +1.7% |
| 30D | +10.1% | +3.4% | +6.7% | +9.1% |
| 3M | -15.4% | +7.6% | -23.0% | -17.0% |
| 6M | -12.8% | +12.2% | -24.9% | -16.2% |
| YTD | -21.3% | +29.0% | -50.2% | -28.6% |
| 1Y | +4.6% | +30.3% | -25.7% | -3.8% |
| All | +4.6% | +30.7% | -26.1% | -3.8% |
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