+54.4%
SCHD vs BWA
+68.2%
-13.9%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | -3.1% | -0.1% | -3.0% | -3.1% |
| 30D | -0.8% | -5.5% | +4.7% | 0.0% |
| 3M | +6.2% | -7.6% | +13.8% | +7.4% |
| 6M | +11.8% | +25.0% | -13.2% | +6.3% |
| YTD | +26.0% | +47.0% | -21.0% | +14.1% |
| 1Y | +28.1% | +54.0% | -25.9% | +14.6% |
| All | +54.4% | +68.2% | -13.9% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 3y: compounded portfolio wealth divided by compounded BWA 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…
3y analysis · Full analysis span regression · 6 months rolling