+553.0%
SCHD vs BIDU
-24.8%
+577.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.6% | -0.4% | -0.9% |
| 7D | -2.6% | -2.4% | -0.2% | -2.4% |
| 30D | -0.3% | -16.0% | +15.7% | +1.5% |
| 3M | +6.1% | -24.0% | +30.1% | +9.1% |
| 6M | +11.7% | -24.9% | +36.6% | +14.5% |
| YTD | +26.3% | -29.6% | +55.9% | +30.0% |
| 1Y | +28.8% | -15.2% | +43.9% | +28.7% |
| 3Y | +55.0% | -32.2% | +87.2% | +56.5% |
| 5Y | +60.0% | -43.8% | +103.8% | +58.9% |
| 10Y | +243.1% | -49.5% | +292.6% | +219.1% |
| All | +553.0% | -24.8% | +577.8% | +451.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling