+10.6%
XLK vs SCHD
+38.7%
-28.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -2.2% | -5.8% | -8.4% |
| 7D | -14.0% | -0.5% | -13.4% | -13.8% |
| 30D | -19.6% | +7.8% | -27.4% | -17.9% |
| 3M | -12.6% | +6.1% | -18.7% | -11.0% |
| 6M | -1.7% | +13.6% | -15.3% | +0.1% |
| YTD | +13.2% | +32.3% | -19.1% | +14.5% |
| 1Y | +10.6% | +38.0% | -27.4% | +10.7% |
| All | +10.6% | +38.7% | -28.1% | +10.7% |
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