+54.8%
SCHD vs ALHC
+151.5%
-96.7%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -0.9% |
| 7D | -2.6% | -4.1% | +1.5% | -2.5% |
| 30D | -0.3% | -5.4% | +5.2% | -0.2% |
| 3M | +6.1% | -32.1% | +38.2% | +6.7% |
| 6M | +11.7% | -28.5% | +40.2% | +12.0% |
| YTD | +26.3% | -34.0% | +60.4% | +26.8% |
| 1Y | +28.8% | -20.9% | +49.7% | +28.6% |
| All | +54.8% | +151.5% | -96.7% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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