+16.1%
JPM vs SCHD
+42.1%
-26.1%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.9% | +2.3% | +3.0% |
| 7D | +3.8% | +3.2% | +0.6% | +1.9% |
| 30D | +6.5% | +10.7% | -4.2% | +0.3% |
| 3M | -1.0% | +7.8% | -8.8% | -5.4% |
| 6M | +15.5% | +16.7% | -1.2% | +4.3% |
| YTD | +11.4% | +35.3% | -23.9% | -11.1% |
| 1Y | +16.1% | +41.8% | -25.7% | -9.7% |
| All | +16.1% | +42.1% | -26.1% | -9.7% |
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