+551.1%
SCHD vs EBAY
+789.0%
-238.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.6% |
| 7D | -3.1% | -0.8% | -2.3% | -2.9% |
| 30D | -0.8% | -0.6% | -0.2% | -0.8% |
| 3M | +6.2% | -1.0% | +7.2% | +6.1% |
| 6M | +11.8% | +16.3% | -4.5% | +7.3% |
| YTD | +26.0% | +21.7% | +4.3% | +19.1% |
| 1Y | +28.1% | +16.5% | +11.6% | +21.6% |
| 3Y | +54.6% | +154.2% | -99.6% | +18.3% |
| 5Y | +60.3% | +58.1% | +2.3% | +34.6% |
| 10Y | +242.1% | +273.5% | -31.3% | +120.8% |
| All | +551.1% | +789.0% | -238.0% | +232.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 EBAY 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