+147.8%
EWY vs SCHD
+28.6%
+119.2%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.9% | +3.2% |
| 7D | -0.1% | -2.0% | +1.9% | -0.1% |
| 30D | +7.3% | -0.4% | +7.7% | +7.2% |
| 3M | -5.1% | +5.7% | -10.9% | -6.8% |
| 6M | +42.1% | +11.9% | +30.2% | +32.1% |
| YTD | +94.1% | +26.4% | +67.7% | +75.0% |
| 1Y | +147.8% | +27.6% | +120.2% | +123.3% |
| All | +147.8% | +28.6% | +119.2% | +123.3% |
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