+43.3%
SCHD vs GLXY
-38.8%
+82.1%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.3% | +5.8% | +0.5% |
| 7D | +2.7% | +5.3% | -2.6% | +2.7% |
| 30D | +7.1% | -19.8% | +26.9% | +7.2% |
| 3M | +5.7% | -31.4% | +37.1% | +5.8% |
| 6M | +15.6% | -53.3% | +68.9% | +16.2% |
| YTD | +34.9% | -35.7% | +70.6% | +34.1% |
| 1Y | +37.4% | -47.2% | +84.6% | +37.0% |
| All | +43.3% | -38.8% | +82.1% | +41.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling