+29.3%
SCHD vs BIYA
-99.8%
+129.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.3% |
| 7D | -3.1% | -1.3% | -1.8% | -3.1% |
| 30D | -0.8% | -15.9% | +15.1% | -0.7% |
| 3M | +6.2% | -81.2% | +87.4% | +6.8% |
| 6M | +11.8% | -88.2% | +100.1% | +11.8% |
| YTD | +26.0% | -94.1% | +120.1% | +26.3% |
| 1Y | +28.1% | -98.7% | +126.8% | +30.5% |
| All | +29.3% | -99.8% | +129.1% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 3y: compounded portfolio wealth divided by compounded BIYA 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…
3y analysis · Full analysis span regression · 6 months rolling