+551.1%
SCHD vs BIDU
-26.0%
+577.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-10.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.1% |
| 7D | -3.1% | -5.2% | +2.1% | -2.6% |
| 30D | -0.8% | -14.5% | +13.7% | +0.8% |
| 3M | +6.2% | -22.9% | +29.1% | +9.0% |
| 6M | +11.8% | -27.8% | +39.6% | +15.1% |
| YTD | +26.0% | -30.7% | +56.6% | +29.8% |
| 1Y | +28.1% | -15.8% | +43.9% | +28.2% |
| 3Y | +54.6% | -33.2% | +87.8% | +56.3% |
| 5Y | +60.3% | -44.8% | +105.1% | +59.5% |
| 10Y | +242.1% | -50.3% | +292.4% | +218.8% |
| All | +551.1% | -26.0% | +577.1% | +450.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 1990-01-01 to 2026-09-10: compounded portfolio wealth divided by compounded BIDU 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…
1990-01-01 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling