+60.2%
SCHD vs HON
+1.1%
+59.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.3% |
| 7D | -2.0% | -3.5% | +1.5% | -0.6% |
| 30D | -0.4% | -13.8% | +13.3% | +5.4% |
| 3M | +5.7% | -11.7% | +17.4% | +10.1% |
| 6M | +11.9% | -18.7% | +30.6% | +20.3% |
| YTD | +26.4% | +0.2% | +26.2% | +23.0% |
| 1Y | +27.6% | -3.1% | +30.7% | +25.7% |
| 3Y | +54.9% | +17.0% | +38.0% | +35.6% |
| All | +60.2% | +1.1% | +59.0% | +46.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling