+553.0%
SCHD vs AEIS
+3,207.6%
-2,654.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.7% |
| 7D | -2.6% | +6.5% | -9.1% | -3.8% |
| 30D | -0.3% | -9.2% | +8.9% | +1.1% |
| 3M | +6.1% | -8.3% | +14.4% | +5.7% |
| 6M | +11.7% | -6.3% | +18.0% | +9.6% |
| YTD | +26.3% | +36.5% | -10.2% | +13.9% |
| 1Y | +28.8% | +84.8% | -56.0% | +8.1% |
| 3Y | +55.0% | +176.6% | -121.5% | +15.6% |
| 5Y | +60.0% | +237.1% | -177.1% | +11.8% |
| 10Y | +243.1% | +554.7% | -311.5% | +94.2% |
| All | +553.0% | +3,207.6% | -2,654.6% | +157.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 all: compounded portfolio wealth divided by compounded AEIS 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…
all analysis · Full analysis span regression · 6 months rolling