+30.9%
SCHD vs BIYA
-99.8%
+130.7%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -1.1% | +2.7% | -3.9% | -1.2% |
| 30D | +1.5% | -18.7% | +20.2% | +1.6% |
| 3M | +7.4% | -72.0% | +79.4% | +7.6% |
| 6M | +12.4% | -86.4% | +98.7% | +12.2% |
| YTD | +27.5% | -94.2% | +121.7% | +27.8% |
| 1Y | +30.0% | -98.4% | +128.4% | +32.0% |
| All | +30.9% | -99.8% | +130.7% | +33.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling