+559.1%
SCHD vs GEN
+365.1%
+194.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.7% | +1.6% | -0.6% |
| 7D | -1.1% | -0.7% | -0.4% | -1.0% |
| 30D | +1.5% | +2.6% | -1.1% | +0.9% |
| 3M | +7.4% | +15.8% | -8.4% | +4.2% |
| 6M | +12.4% | +33.1% | -20.8% | +5.5% |
| YTD | +27.5% | +11.3% | +16.2% | +23.8% |
| 1Y | +30.0% | +1.7% | +28.4% | +28.4% |
| 3Y | +56.5% | +58.1% | -1.6% | +40.3% |
| 5Y | +60.7% | +20.6% | +40.0% | +49.1% |
| 10Y | +237.8% | +149.0% | +88.8% | +158.6% |
| All | +559.1% | +365.1% | +194.1% | +326.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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