+238.6%
SCHD vs BMY
+63.7%
+175.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BMY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -2.0% | -4.8% | +2.8% | -0.5% |
| 30D | -0.4% | -0.1% | -0.3% | -0.4% |
| 3M | +5.7% | +13.1% | -7.4% | +1.5% |
| 6M | +11.9% | +8.4% | +3.5% | +8.6% |
| YTD | +26.4% | +22.0% | +4.5% | +18.1% |
| 1Y | +27.6% | +40.3% | -12.7% | +13.6% |
| 3Y | +54.9% | +20.5% | +34.4% | +42.6% |
| 5Y | +60.9% | +23.7% | +37.2% | +45.6% |
| All | +238.6% | +63.7% | +175.0% | +184.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BMY.
Daily Out/Under-Performance
Portfolio return minus BMY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BMY 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 BMY 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