+238.6%
SCHD vs BIDU
-48.7%
+287.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.3% |
| 7D | -2.0% | -8.1% | +6.2% | -1.1% |
| 30D | -0.4% | -12.8% | +12.4% | +0.9% |
| 3M | +5.7% | -21.3% | +27.0% | +8.1% |
| 6M | +11.9% | -27.0% | +38.8% | +14.9% |
| YTD | +26.4% | -30.0% | +56.5% | +30.0% |
| 1Y | +27.6% | -18.3% | +45.9% | +28.1% |
| 3Y | +54.9% | -33.8% | +88.8% | +56.7% |
| 5Y | +60.9% | -44.3% | +105.2% | +60.4% |
| All | +238.6% | -48.7% | +287.3% | +204.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling