+27.6%
SCHD vs ABNB
+37.6%
-10.0%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.5% | -1.1% | +0.3% |
| 7D | -2.0% | -6.5% | +4.5% | -1.5% |
| 30D | -0.4% | -5.5% | +5.1% | 0.0% |
| 3M | +5.7% | +30.0% | -24.3% | +3.8% |
| 6M | +11.9% | +27.6% | -15.7% | +9.8% |
| YTD | +26.4% | +25.4% | +1.0% | +24.0% |
| 1Y | +27.6% | +38.3% | -10.7% | +21.1% |
| All | +27.6% | +37.6% | -10.0% | +21.1% |
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