+54.8%
SCHD vs ALB
-29.2%
+84.0%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.7% |
| 7D | -2.6% | -8.6% | +6.0% | -1.8% |
| 30D | -0.3% | -4.0% | +3.7% | 0.0% |
| 3M | +6.1% | -17.4% | +23.5% | +7.7% |
| 6M | +11.7% | -25.4% | +37.1% | +14.0% |
| YTD | +26.3% | -10.5% | +36.9% | +25.8% |
| 1Y | +28.8% | +75.8% | -47.1% | +17.9% |
| All | +54.8% | -29.2% | +84.0% | +50.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling