+41.8%
SCHD vs BAH
+6.2%
+35.6%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.5% | +0.4% | +1.7% |
| 7D | +3.2% | +5.8% | -2.6% | +2.7% |
| 30D | +10.7% | +28.7% | -18.0% | +8.3% |
| 3M | +7.8% | +20.9% | -13.1% | +6.0% |
| 6M | +16.7% | +15.2% | +1.6% | +14.5% |
| YTD | +35.3% | +7.1% | +28.2% | +31.2% |
| 1Y | +41.8% | +6.4% | +35.4% | +38.6% |
| All | +41.8% | +6.2% | +35.6% | +38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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