+60.2%
SCHD vs HBM
+327.6%
-267.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | -2.0% | -3.3% | +1.3% | -1.7% |
| 30D | -0.4% | -4.8% | +4.4% | -0.1% |
| 3M | +5.7% | -0.4% | +6.1% | +5.2% |
| 6M | +11.9% | +17.9% | -6.0% | +8.5% |
| YTD | +26.4% | +33.7% | -7.3% | +20.1% |
| 1Y | +27.6% | +95.6% | -68.0% | +15.1% |
| 3Y | +54.9% | +458.1% | -403.2% | +17.8% |
| All | +60.2% | +327.6% | -267.5% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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