+60.2%
SCHD vs BBIO
+42.7%
+17.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.1% | +0.5% | +0.4% |
| 7D | -2.0% | -3.2% | +1.3% | -1.8% |
| 30D | -0.4% | -13.6% | +13.2% | +0.1% |
| 3M | +5.7% | +7.2% | -1.5% | +5.4% |
| 6M | +11.9% | +1.5% | +10.4% | +11.6% |
| YTD | +26.4% | -5.3% | +31.7% | +26.3% |
| 1Y | +27.6% | +37.7% | -10.1% | +25.5% |
| 3Y | +54.9% | +153.9% | -99.0% | +47.8% |
| All | +60.2% | +42.7% | +17.4% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 5y: compounded portfolio wealth divided by compounded BBIO 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…
5y analysis · Full analysis span regression · 6 months rolling