+34.2%
SCHD vs GLXY
+7.0%
+27.1%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.0% | +6.1% | -0.9% |
| 7D | -2.6% | +4.5% | -7.2% | -2.7% |
| 30D | -0.3% | +28.8% | -29.1% | -0.5% |
| 3M | +6.1% | -23.0% | +29.1% | +6.5% |
| 6M | +11.7% | +17.0% | -5.3% | +11.2% |
| YTD | +26.3% | +12.5% | +13.9% | +25.3% |
| 1Y | +28.8% | -5.4% | +34.1% | +28.0% |
| All | +34.2% | +7.0% | +27.1% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 3y: compounded portfolio wealth divided by compounded GLXY 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…
3y analysis · Full analysis span regression · 6 months rolling