+27.6%
SCHD vs ACM
-48.8%
+76.4%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | +0.3% |
| 7D | -2.0% | -4.6% | +2.6% | -1.6% |
| 30D | -0.4% | +4.1% | -4.5% | -0.8% |
| 3M | +5.7% | -8.3% | +14.0% | +6.3% |
| 6M | +11.9% | -30.1% | +41.9% | +14.8% |
| YTD | +26.4% | -32.6% | +59.0% | +29.9% |
| 1Y | +27.6% | -49.6% | +77.2% | +35.0% |
| All | +27.6% | -48.8% | +76.4% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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