+553.6%
SCHD vs BRKR
+321.9%
+231.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -2.0% | -8.7% | +6.7% | -0.2% |
| 30D | -0.4% | -9.9% | +9.4% | +1.5% |
| 3M | +5.7% | -3.1% | +8.8% | +4.8% |
| 6M | +11.9% | +45.5% | -33.6% | +0.6% |
| YTD | +26.4% | +13.7% | +12.8% | +19.2% |
| 1Y | +27.6% | +67.4% | -39.8% | +9.5% |
| 3Y | +54.9% | -13.2% | +68.2% | +47.8% |
| 5Y | +60.9% | -39.5% | +100.4% | +63.9% |
| 10Y | +243.4% | +153.5% | +90.0% | +145.0% |
| All | +553.6% | +321.9% | +231.7% | +309.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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