+28.8%
SCHD vs EXPD
+56.9%
-28.1%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.2% | -1.1% |
| 7D | -2.6% | +1.2% | -3.8% | -2.7% |
| 30D | -0.3% | +5.2% | -5.5% | -0.8% |
| 3M | +6.1% | +13.2% | -7.1% | +4.8% |
| 6M | +11.7% | +30.3% | -18.6% | +8.8% |
| YTD | +26.3% | +27.0% | -0.7% | +23.0% |
| 1Y | +28.8% | +57.3% | -28.6% | +22.2% |
| All | +28.8% | +56.9% | -28.1% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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