+21.2%
IWM vs SCHD
+28.6%
-7.4%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.1% |
| 7D | -2.4% | -2.0% | -0.5% | -1.1% |
| 30D | -4.6% | -0.4% | -4.2% | -4.3% |
| 3M | -0.3% | +5.7% | -6.0% | -4.5% |
| 6M | +14.7% | +11.9% | +2.8% | +4.3% |
| YTD | +17.8% | +26.4% | -8.6% | -4.1% |
| 1Y | +21.2% | +27.6% | -6.4% | -3.6% |
| All | +21.2% | +28.6% | -7.4% | -3.6% |
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