+238.6%
SCHD vs ARWR
+1,081.9%
-843.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.0% | -4.0% | +2.1% | -1.7% |
| 30D | -0.4% | -5.0% | +4.6% | -0.1% |
| 3M | +5.7% | +11.3% | -5.6% | +4.7% |
| 6M | +11.9% | +42.6% | -30.7% | +8.7% |
| YTD | +26.4% | +24.8% | +1.6% | +23.7% |
| 1Y | +27.6% | +178.8% | -151.2% | +17.5% |
| 3Y | +54.9% | +183.3% | -128.4% | +38.0% |
| 5Y | +60.9% | +29.5% | +31.5% | +47.1% |
| All | +238.6% | +1,081.9% | -843.2% | +174.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded ARWR 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling