+28.8%
SCHD vs ASTS
+57.7%
-28.9%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ASTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -5.6% | +4.7% | -0.9% |
| 7D | -2.6% | 0.0% | -2.7% | -2.6% |
| 30D | -0.3% | -9.2% | +8.9% | -0.2% |
| 3M | +6.1% | -29.6% | +35.7% | +6.5% |
| 6M | +11.7% | -30.5% | +42.2% | +11.9% |
| YTD | +26.3% | -14.1% | +40.4% | +25.3% |
| 1Y | +28.8% | +69.1% | -40.4% | +27.2% |
| All | +28.8% | +57.7% | -28.9% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ASTS.
Daily Out/Under-Performance
Portfolio return minus ASTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ASTS 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 1y: compounded portfolio wealth divided by compounded ASTS 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…
1y analysis · Full analysis span regression · 6 months rolling