+38.0%
SCHD vs EQT
-8.3%
+46.2%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.6% | +1.4% | -1.9% |
| 7D | -0.5% | -7.2% | +6.7% | +0.1% |
| 30D | +7.8% | -3.5% | +11.3% | +8.0% |
| 3M | +6.1% | -1.2% | +7.3% | +6.1% |
| 6M | +13.6% | -13.3% | +26.8% | +14.8% |
| YTD | +32.3% | -4.7% | +37.0% | +32.4% |
| 1Y | +38.0% | -8.8% | +46.8% | +38.7% |
| All | +38.0% | -8.3% | +46.2% | +38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 1y: compounded portfolio wealth divided by compounded EQT 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…
1y analysis · Full analysis span regression · 6 months rolling