+2.8%
GLD vs SCHD
+42.1%
-39.3%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.9% | +1.8% | +3.0% |
| 7D | -0.3% | +3.2% | -3.5% | -1.4% |
| 30D | -1.9% | +10.7% | -12.5% | -5.9% |
| 3M | -0.4% | +7.8% | -8.3% | -3.3% |
| 6M | -10.2% | +16.7% | -26.9% | -16.1% |
| YTD | -6.0% | +35.3% | -41.3% | -13.8% |
| 1Y | +2.8% | +41.8% | -38.9% | -6.2% |
| All | +2.8% | +42.1% | -39.3% | -6.2% |
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