+1,008.9%
BE vs SCHD
+169.0%
+839.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -1.1% | +10.8% | +11.3% |
| 7D | +29.8% | -1.1% | +30.9% | +31.7% |
| 30D | +26.4% | +1.5% | +24.9% | +22.9% |
| 3M | +9.3% | +7.4% | +1.9% | -5.1% |
| 6M | +105.1% | +12.4% | +92.7% | +66.7% |
| YTD | +219.0% | +27.5% | +191.5% | +113.4% |
| 1Y | +418.8% | +30.0% | +388.7% | +234.2% |
| 3Y | +1,784.6% | +56.5% | +1,728.1% | +813.7% |
| 5Y | +1,251.0% | +60.7% | +1,190.3% | +566.7% |
| All | +1,008.9% | +169.0% | +839.9% | +173.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling