+177.3%
HOOD vs SCHD
+59.9%
+117.3%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -1.3% |
| 7D | -7.8% | -2.0% | -5.9% | -4.9% |
| 30D | +18.6% | -0.4% | +19.0% | +19.6% |
| 3M | +22.1% | +5.7% | +16.3% | +11.0% |
| 6M | +43.1% | +11.9% | +31.2% | +18.4% |
| YTD | -0.5% | +26.4% | -26.9% | -33.1% |
| 1Y | -4.4% | +27.6% | -32.0% | -36.8% |
| 3Y | +938.5% | +54.9% | +883.5% | +401.1% |
| All | +177.3% | +59.9% | +117.3% | +33.5% |
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