+18.8%
JPM vs SCHD
+28.6%
-9.8%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.5% |
| 7D | -0.7% | -2.0% | +1.3% | +0.4% |
| 30D | -2.5% | -0.4% | -2.0% | -2.2% |
| 3M | +14.1% | +5.7% | +8.4% | +10.3% |
| 6M | +25.1% | +11.9% | +13.2% | +16.1% |
| YTD | +12.1% | +26.4% | -14.3% | -3.7% |
| 1Y | +18.8% | +27.6% | -8.8% | +1.1% |
| All | +18.8% | +28.6% | -9.8% | +1.1% |
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