+41.8%
SCHD vs ALB
+4.7%
+37.0%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.3% | -3.4% | +1.7% |
| 7D | +3.2% | -2.1% | +5.2% | +3.2% |
| 30D | +10.7% | -9.0% | +19.7% | +11.0% |
| 3M | +7.8% | -21.1% | +29.0% | +8.7% |
| 6M | +16.7% | -49.9% | +66.6% | +19.8% |
| YTD | +35.3% | -32.3% | +67.5% | +35.8% |
| 1Y | +41.8% | +8.6% | +33.2% | +37.4% |
| All | +41.8% | +4.7% | +37.0% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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