+839.4%
BKNG vs SCHD
+550.6%
+288.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.8% |
| 7D | -10.7% | -3.1% | -7.6% | -7.4% |
| 30D | -18.1% | -0.8% | -17.3% | -17.2% |
| 3M | +8.5% | +6.2% | +2.3% | +1.9% |
| 6M | -0.1% | +11.8% | -11.9% | -11.5% |
| YTD | -18.2% | +26.0% | -44.2% | -36.8% |
| 1Y | -19.9% | +28.1% | -48.0% | -39.3% |
| 3Y | +41.6% | +54.6% | -13.0% | -14.3% |
| 5Y | +93.1% | +60.3% | +32.8% | +13.0% |
| 10Y | +214.8% | +242.1% | -27.3% | -23.2% |
| All | +839.4% | +550.6% | +288.8% | -3.4% |
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