+29.8%
SCHD vs BIYA
-99.8%
+129.6%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.2% | +2.6% | +0.4% |
| 7D | -2.0% | -1.8% | -0.2% | -1.9% |
| 30D | -0.4% | -17.5% | +17.1% | -0.3% |
| 3M | +5.7% | -78.0% | +83.7% | +6.2% |
| 6M | +11.9% | -89.5% | +101.4% | +12.0% |
| YTD | +26.4% | -94.3% | +120.7% | +26.8% |
| 1Y | +27.6% | -98.6% | +126.2% | +29.8% |
| All | +29.8% | -99.8% | +129.6% | +32.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling