+24.8%
GDX vs SCHD
+42.1%
-17.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +1.9% | +7.2% | +7.6% |
| 7D | +0.8% | +3.2% | -2.4% | -1.4% |
| 30D | -3.2% | +10.7% | -13.9% | -10.7% |
| 3M | +8.6% | +7.8% | +0.7% | +2.6% |
| 6M | -1.2% | +16.7% | -18.0% | -13.2% |
| YTD | -1.4% | +35.3% | -36.6% | -17.6% |
| 1Y | +24.8% | +41.8% | -17.0% | +1.4% |
| All | +24.8% | +42.1% | -17.3% | +1.4% |
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 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