+35.4%
SCHD vs GLXY
+15.1%
+20.3%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.7% | -3.9% | -1.1% |
| 7D | -1.1% | +15.5% | -16.6% | -1.3% |
| 30D | +1.5% | +34.1% | -32.6% | +1.2% |
| 3M | +7.4% | -11.3% | +18.8% | +7.7% |
| 6M | +12.4% | +31.6% | -19.2% | +11.7% |
| YTD | +27.5% | +21.0% | +6.5% | +26.4% |
| 1Y | +30.0% | +11.7% | +18.3% | +29.0% |
| All | +35.4% | +15.1% | +20.3% | +33.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling