+559.1%
SCHD vs EAT
+1,204.0%
-644.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.4% | +2.2% | -0.7% |
| 7D | -1.1% | -4.9% | +3.8% | -0.5% |
| 30D | +1.5% | -1.2% | +2.7% | +1.5% |
| 3M | +7.4% | +52.2% | -44.8% | +0.9% |
| 6M | +12.4% | +65.0% | -52.7% | +3.7% |
| YTD | +27.5% | +55.0% | -27.5% | +18.4% |
| 1Y | +30.0% | +42.1% | -12.1% | +21.7% |
| 3Y | +56.5% | +614.7% | -558.2% | +11.9% |
| 5Y | +60.7% | +322.7% | -262.1% | +20.0% |
| 10Y | +237.8% | +382.0% | -144.3% | +133.8% |
| All | +559.1% | +1,204.0% | -644.9% | +232.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling