+36.2%
SCHD vs BMNR
+245.3%
-209.2%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BMNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.4% | -3.0% | +0.4% |
| 7D | -2.0% | +0.2% | -2.2% | -2.0% |
| 30D | -0.4% | +39.9% | -40.3% | -0.4% |
| 3M | +5.7% | +51.5% | -45.8% | +5.7% |
| 6M | +11.9% | +18.9% | -7.0% | +11.8% |
| YTD | +26.4% | -7.8% | +34.2% | +26.4% |
| 1Y | +27.6% | -47.6% | +75.2% | +27.6% |
| All | +36.2% | +245.3% | -209.2% | +35.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BMNR.
Daily Out/Under-Performance
Portfolio return minus BMNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMNR 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 BMNR 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