+41.8%
SCHD vs GSK
+14.9%
+26.8%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +5.0% | -3.2% | +0.7% |
| 7D | +3.2% | +4.9% | -1.8% | +2.1% |
| 30D | +10.7% | +9.9% | +0.8% | +8.3% |
| 3M | +7.8% | +0.2% | +7.7% | +7.6% |
| 6M | +16.7% | +2.3% | +14.4% | +15.9% |
| YTD | +35.3% | +7.1% | +28.2% | +31.0% |
| 1Y | +41.8% | +13.1% | +28.6% | +34.8% |
| All | +41.8% | +14.9% | +26.8% | +34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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