+54.8%
SCHD vs ARWR
+173.2%
-118.3%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.0% | -0.7% |
| 7D | -2.6% | -3.2% | +0.6% | -2.4% |
| 30D | -0.3% | -6.5% | +6.2% | +0.1% |
| 3M | +6.1% | +12.7% | -6.6% | +4.9% |
| 6M | +11.7% | +36.2% | -24.5% | +8.7% |
| YTD | +26.3% | +24.5% | +1.9% | +23.5% |
| 1Y | +28.8% | +198.0% | -169.2% | +16.6% |
| All | +54.8% | +173.2% | -118.3% | +32.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling