+360.5%
BE vs SCHD
+30.7%
+329.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.8% | +8.2% | +6.8% |
| 7D | +20.0% | -0.3% | +20.3% | +19.8% |
| 30D | +7.9% | +3.4% | +4.5% | +10.1% |
| 3M | -13.2% | +7.6% | -20.8% | -11.0% |
| 6M | +53.5% | +12.2% | +41.3% | +51.6% |
| YTD | +191.0% | +29.0% | +162.1% | +170.6% |
| 1Y | +360.5% | +30.3% | +330.2% | +368.2% |
| All | +360.5% | +30.7% | +329.8% | +368.2% |
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