-6.6%
IBM vs SCHD
+28.1%
-34.7%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.2% |
| 7D | -0.3% | -3.1% | +2.8% | +2.4% |
| 30D | -1.8% | -0.8% | -1.0% | -1.3% |
| 3M | -13.5% | +6.2% | -19.7% | -16.9% |
| 6M | -5.1% | +11.8% | -16.9% | -11.1% |
| YTD | -19.4% | +26.0% | -45.3% | -29.9% |
| All | -6.6% | +28.1% | -34.7% | -19.2% |
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 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