+60.2%
SCHD vs GRAB
-71.8%
+131.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | +0.3% |
| 7D | -2.0% | -10.8% | +8.9% | -1.5% |
| 30D | -0.4% | -15.5% | +15.1% | +0.3% |
| 3M | +5.7% | -9.0% | +14.7% | +6.1% |
| 6M | +11.9% | -21.6% | +33.5% | +12.9% |
| YTD | +26.4% | -38.9% | +65.3% | +29.0% |
| 1Y | +27.6% | -44.8% | +72.5% | +30.6% |
| 3Y | +54.9% | -18.4% | +73.4% | +54.6% |
| All | +60.2% | -71.8% | +131.9% | +56.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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