+553.6%
SCHD vs HBAN
+473.8%
+79.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +1.4% |
| 3M | +5.7% | -1.1% | +6.9% | +5.9% |
| 6M | +11.9% | +9.9% | +2.0% | +7.9% |
| 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% | +23.6% |
| 5Y | +60.9% | +37.0% | +23.9% | +36.4% |
| 10Y | +243.4% | +158.9% | +84.5% | +119.6% |
| All | +553.6% | +473.8% | +79.8% | +207.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling