+55.3%
BE vs SCHD
+42.1%
+13.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.9% | -8.2% | -4.1% |
| 7D | -12.1% | +3.2% | -15.3% | -8.6% |
| 30D | -30.1% | +10.7% | -40.8% | -22.0% |
| 3M | -12.1% | +7.8% | -20.0% | -4.3% |
| 6M | -30.6% | +16.7% | -47.3% | -25.4% |
| YTD | +130.6% | +35.3% | +95.4% | +130.3% |
| 1Y | +55.3% | +41.8% | +13.5% | +55.0% |
| All | +55.3% | +42.1% | +13.2% | +55.0% |
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