+238.6%
SCHD vs BIIB
-26.2%
+264.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.3% |
| 7D | -2.0% | -1.7% | -0.3% | -1.7% |
| 30D | -0.4% | +4.0% | -4.4% | -1.0% |
| 3M | +5.7% | +8.6% | -2.9% | +4.3% |
| 6M | +11.9% | +14.0% | -2.1% | +9.5% |
| YTD | +26.4% | +23.4% | +3.1% | +22.2% |
| 1Y | +27.6% | +45.9% | -18.3% | +20.3% |
| 3Y | +54.9% | -16.1% | +71.1% | +55.3% |
| 5Y | +60.9% | -27.6% | +88.5% | +62.0% |
| All | +238.6% | -26.2% | +264.8% | +223.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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