+60.2%
SCHD vs HBAN
+35.2%
+25.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | -2.0% | -1.0% | -1.0% | -1.6% |
| 30D | -0.4% | -5.6% | +5.2% | +1.3% |
| 3M | +5.7% | -1.1% | +6.9% | +5.9% |
| 6M | +11.9% | +9.9% | +2.0% | +8.1% |
| YTD | +26.4% | -0.9% | +27.4% | +25.8% |
| 1Y | +27.6% | -1.4% | +29.0% | +26.8% |
| 3Y | +54.9% | +78.2% | -23.3% | +24.6% |
| All | +60.2% | +35.2% | +25.0% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 HBAN 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