+1,726.2%
BE vs SCHD
+54.6%
+1,671.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +0.4% | +6.3% | +6.3% |
| 7D | +9.0% | -2.0% | +11.0% | +11.2% |
| 30D | +16.3% | -0.4% | +16.7% | +16.3% |
| 3M | +10.8% | +5.7% | +5.1% | +1.0% |
| 6M | +73.2% | +11.9% | +61.3% | +46.3% |
| YTD | +217.4% | +26.4% | +190.9% | +125.5% |
| 1Y | +309.8% | +27.6% | +282.2% | +185.8% |
| 3Y | +1,726.2% | +54.9% | +1,671.2% | +576.0% |
| All | +1,726.2% | +54.6% | +1,671.5% | +576.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling