+63.6%
SCHD vs ALHC
-66.2%
+129.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.6% |
| 7D | +2.7% | +0.3% | +2.4% | +2.7% |
| 30D | +7.1% | -10.6% | +17.7% | +7.6% |
| 3M | +5.7% | -45.3% | +51.1% | +8.0% |
| 6M | +15.6% | -59.7% | +75.3% | +18.9% |
| YTD | +34.9% | -62.7% | +97.7% | +38.9% |
| 1Y | +37.4% | -56.1% | +93.5% | +40.3% |
| 3Y | +74.5% | +21.3% | +53.3% | +64.6% |
| All | +63.6% | -66.2% | +129.8% | +61.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling