+250.7%
HOOD vs SCHD
+63.8%
+186.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.3% | -0.9% |
| 7D | +17.1% | -0.3% | +17.4% | +17.7% |
| 30D | +31.6% | +3.4% | +28.1% | +25.4% |
| 3M | +38.2% | +7.6% | +30.6% | +23.2% |
| 6M | +48.5% | +12.2% | +36.4% | +23.9% |
| YTD | +8.0% | +29.0% | -21.0% | -28.0% |
| 1Y | +18.7% | +30.3% | -11.6% | -22.4% |
| 3Y | +999.1% | +56.1% | +943.0% | +451.2% |
| 5Y | +181.7% | +60.4% | +121.3% | +29.6% |
| All | +250.7% | +63.8% | +186.9% | +92.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling