+41.8%
SCHD vs HCA
+11.2%
+30.6%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +10.3% | -8.5% | +0.7% |
| 7D | +3.2% | +10.2% | -7.1% | +2.0% |
| 30D | +10.7% | +17.4% | -6.8% | +8.7% |
| 3M | +7.8% | +27.7% | -19.9% | +5.0% |
| 6M | +16.7% | +20.0% | -3.3% | +14.1% |
| YTD | +35.3% | +10.0% | +25.3% | +33.1% |
| 1Y | +41.8% | +9.0% | +32.7% | +39.1% |
| All | +41.8% | +11.2% | +30.6% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 HCA 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