-39.5%
GLW vs SCHD
+14.8%
-54.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.2% | -0.5% | -1.2% |
| 7D | +15.5% | +1.4% | +14.1% | +17.7% |
| 30D | -19.6% | +7.7% | -27.2% | -5.5% |
| 3M | -28.5% | +5.7% | -34.2% | -19.2% |
| 6M | -39.5% | +14.9% | -54.5% | -26.2% |
| All | -39.5% | +14.8% | -54.3% | -26.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling