+38.0%
SCHD vs GPN
+19.5%
+18.5%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -2.1% |
| 7D | -0.5% | +10.8% | -11.3% | -1.6% |
| 30D | +7.8% | +16.1% | -8.3% | +6.2% |
| 3M | +6.1% | +8.9% | -2.7% | +5.1% |
| 6M | +13.6% | +37.6% | -24.1% | +10.1% |
| YTD | +32.3% | +23.9% | +8.4% | +30.1% |
| 1Y | +38.0% | +21.5% | +16.5% | +36.3% |
| All | +38.0% | +19.5% | +18.5% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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