+37.3%
SCHD vs GILD
+40.3%
-3.0%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.6% |
| 7D | -1.7% | -2.2% | +0.5% | -1.2% |
| 30D | +7.7% | +13.6% | -5.9% | +5.1% |
| 3M | +5.2% | +28.3% | -23.1% | +0.3% |
| 6M | +12.9% | +23.9% | -11.1% | +8.1% |
| YTD | +31.4% | +38.4% | -7.0% | +24.7% |
| 1Y | +37.3% | +38.6% | -1.3% | +30.0% |
| All | +37.3% | +40.3% | -3.0% | +30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 GILD 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