+54.4%
SCHD vs EAT
+585.9%
-531.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -3.1% | -6.2% | +3.1% | -2.6% |
| 30D | -0.8% | -3.0% | +2.2% | -0.7% |
| 3M | +6.2% | +45.6% | -39.4% | +2.5% |
| 6M | +11.8% | +53.5% | -41.7% | +7.0% |
| YTD | +26.0% | +49.6% | -23.6% | +20.6% |
| 1Y | +28.1% | +38.9% | -10.8% | +23.5% |
| All | +54.4% | +585.9% | -531.6% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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