-3.5%
HOOD vs SCHD
+28.5%
-32.0%
-57.3%
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 | -9.1% | -3.1% | -6.0% | -7.8% |
| 30D | +20.1% | -0.8% | +20.9% | +20.9% |
| 3M | +31.2% | +6.2% | +25.0% | +28.8% |
| 6M | +44.3% | +11.8% | +32.5% | +35.1% |
| YTD | +0.2% | +26.0% | -25.8% | -15.2% |
| 1Y | -3.5% | +28.1% | -31.7% | -20.9% |
| All | -3.5% | +28.5% | -32.0% | -20.9% |
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