+28.1%
SCHD vs BA
-10.8%
+38.9%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.2% |
| 7D | -3.1% | -2.7% | -0.4% | -2.9% |
| 30D | -0.8% | -12.2% | +11.4% | 0.0% |
| 3M | +6.2% | -2.0% | +8.2% | +6.2% |
| 6M | +11.8% | -6.0% | +17.8% | +12.0% |
| YTD | +26.0% | -5.7% | +31.6% | +25.9% |
| 1Y | +28.1% | -10.0% | +38.1% | +29.1% |
| All | +28.1% | -10.8% | +38.9% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 BA 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