+30.3%
SCHD vs HON
+1.2%
+29.1%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -0.9% |
| 7D | -0.3% | -3.6% | +3.3% | +0.2% |
| 30D | +3.4% | -15.3% | +18.7% | +5.8% |
| 3M | +7.6% | -7.9% | +15.5% | +8.3% |
| 6M | +12.2% | -18.1% | +30.2% | +15.7% |
| YTD | +29.0% | +3.8% | +25.1% | +25.9% |
| 1Y | +30.3% | +0.5% | +29.8% | +27.9% |
| All | +30.3% | +1.2% | +29.1% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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