+122.7%
HOOD vs SCHD
+63.2%
+59.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -5.1% |
| 7D | -3.8% | +2.7% | -6.5% | -7.5% |
| 30D | -23.0% | +7.1% | -30.1% | -30.8% |
| 3M | -21.6% | +5.7% | -27.4% | -28.1% |
| 6M | +1.4% | +15.6% | -14.1% | -19.9% |
| YTD | -31.2% | +34.9% | -66.1% | -58.2% |
| 1Y | -35.9% | +37.4% | -73.3% | -62.2% |
| 3Y | +836.9% | +74.5% | +762.4% | +272.5% |
| All | +122.7% | +63.2% | +59.5% | +1.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling