+30.3%
SCHD vs ATI
+176.2%
-145.9%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.0% | -3.8% | -0.9% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | +3.4% | +2.7% | +0.7% | +3.2% |
| 3M | +7.6% | +16.3% | -8.7% | +6.5% |
| 6M | +12.2% | +30.2% | -18.0% | +9.8% |
| YTD | +29.0% | +83.6% | -54.6% | +22.5% |
| 1Y | +30.3% | +173.0% | -142.7% | +19.8% |
| All | +30.3% | +176.2% | -145.9% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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