+54.8%
GDX vs SCHD
+30.7%
+24.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -1.7% |
| 7D | -0.4% | -0.3% | -0.1% | -0.2% |
| 30D | +18.6% | +3.4% | +15.2% | +16.6% |
| 3M | +14.9% | +7.6% | +7.3% | +9.9% |
| 6M | -6.3% | +12.2% | -18.4% | -12.7% |
| YTD | +15.7% | +29.0% | -13.2% | +7.9% |
| 1Y | +54.8% | +30.3% | +24.5% | +44.3% |
| All | +54.8% | +30.7% | +24.2% | +44.3% |
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