+40.2%
GDX vs SCHD
+28.6%
+11.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.4% | +0.7% | +0.9% |
| 7D | -2.2% | -2.0% | -0.2% | -1.0% |
| 30D | +6.8% | -0.4% | +7.2% | +7.2% |
| 3M | +24.9% | +5.7% | +19.2% | +20.7% |
| 6M | -4.2% | +11.9% | -16.1% | -10.6% |
| YTD | +13.2% | +26.4% | -13.2% | +6.6% |
| 1Y | +40.2% | +27.6% | +12.6% | +32.1% |
| All | +40.2% | +28.6% | +11.6% | +32.1% |
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