+36.0%
SCHD vs GLDM
-0.6%
+36.6%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.7% |
| 7D | -1.7% | +4.7% | -6.4% | -2.0% |
| 30D | +7.7% | -0.9% | +8.6% | +7.7% |
| 3M | +5.2% | -4.3% | +9.5% | +5.4% |
| 6M | +12.9% | -13.4% | +26.3% | +13.9% |
| YTD | +31.4% | -5.8% | +37.2% | +29.7% |
| All | +36.0% | -0.6% | +36.6% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 GLDM 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