-1.5%
BAC vs SCHD
+42.1%
-43.6%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.9% | +2.1% | +3.0% |
| 7D | +1.5% | +3.2% | -1.7% | -0.1% |
| 30D | -4.4% | +10.7% | -15.1% | -9.2% |
| 3M | -17.5% | +7.8% | -25.3% | -20.6% |
| 6M | -0.1% | +16.7% | -16.8% | -8.4% |
| YTD | -4.6% | +35.3% | -39.9% | -20.5% |
| 1Y | -1.5% | +41.8% | -43.3% | -20.5% |
| All | -1.5% | +42.1% | -43.6% | -20.5% |
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