+18.2%
GLD vs SCHD
+28.5%
-10.3%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.6% |
| 7D | -3.4% | -3.1% | -0.3% | -2.4% |
| 30D | -1.1% | -0.8% | -0.3% | -0.8% |
| 3M | +5.8% | +6.2% | -0.4% | +3.7% |
| 6M | -17.1% | +11.8% | -28.9% | -19.9% |
| YTD | 0.0% | +26.0% | -25.9% | -2.8% |
| 1Y | +18.2% | +28.1% | -9.9% | +15.1% |
| All | +18.2% | +28.5% | -10.3% | +15.1% |
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