+27.6%
SCHD vs HLT
+12.2%
+15.4%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.0% | -1.6% | -0.4% | -1.8% |
| 30D | -0.4% | -5.0% | +4.6% | +0.2% |
| 3M | +5.7% | -10.4% | +16.1% | +7.2% |
| 6M | +11.9% | +3.2% | +8.6% | +10.6% |
| YTD | +26.4% | +6.7% | +19.7% | +23.7% |
| 1Y | +27.6% | +10.3% | +17.3% | +21.9% |
| All | +27.6% | +12.2% | +15.4% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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