-13.6%
BKNG vs SCHD
+42.1%
-55.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +1.9% | +8.0% | +8.3% |
| 7D | +15.6% | +3.2% | +12.4% | +12.8% |
| 30D | +8.0% | +10.7% | -2.7% | +0.3% |
| 3M | -11.8% | +7.8% | -19.6% | -16.1% |
| 6M | +3.8% | +16.7% | -13.0% | -3.7% |
| YTD | -19.6% | +35.3% | -54.9% | -29.8% |
| 1Y | -13.6% | +41.8% | -55.3% | -27.9% |
| All | -13.6% | +42.1% | -55.7% | -27.9% |
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