+40.6%
GLW vs SCHD
+42.1%
-1.5%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.9% | -7.7% | -4.8% |
| 7D | -9.5% | +3.2% | -12.7% | -7.9% |
| 30D | -25.5% | +10.7% | -36.1% | -22.3% |
| 3M | -25.6% | +7.8% | -33.4% | -23.4% |
| 6M | -25.5% | +16.7% | -42.2% | -27.3% |
| YTD | +36.4% | +35.3% | +1.1% | +23.8% |
| 1Y | +40.6% | +41.8% | -1.2% | +26.0% |
| All | +40.6% | +42.1% | -1.5% | +26.0% |
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