+41.8%
SCHD vs ABNB
+40.5%
+1.2%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.6% | -3.8% | +1.4% |
| 7D | +3.2% | +6.2% | -3.0% | +2.7% |
| 30D | +10.7% | +7.5% | +3.2% | +10.0% |
| 3M | +7.8% | +17.6% | -9.8% | +6.8% |
| 6M | +16.7% | +27.0% | -10.3% | +15.1% |
| YTD | +35.3% | +30.0% | +5.3% | +32.5% |
| 1Y | +41.8% | +44.2% | -2.4% | +35.4% |
| All | +41.8% | +40.5% | +1.2% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ABNB.
Daily Out/Under-Performance
Portfolio return minus ABNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABNB 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 ABNB 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