+54.9%
SCHD vs HLT
+99.0%
-44.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -2.0% | -1.6% | -0.4% | -1.5% |
| 30D | -0.4% | -5.0% | +4.6% | +1.0% |
| 3M | +5.7% | -10.4% | +16.1% | +8.9% |
| 6M | +11.9% | +3.2% | +8.6% | +9.9% |
| YTD | +26.4% | +6.7% | +19.7% | +22.5% |
| 1Y | +27.6% | +10.3% | +17.3% | +22.0% |
| 3Y | +54.9% | +99.3% | -44.4% | +18.4% |
| All | +54.9% | +99.0% | -44.1% | +18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling