+551.1%
SCHD vs HON
+501.7%
+49.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.4% |
| 7D | -3.1% | -2.6% | -0.5% | -1.8% |
| 30D | -0.8% | -11.9% | +11.1% | +5.5% |
| 3M | +6.2% | -6.1% | +12.3% | +8.3% |
| 6M | +11.8% | -19.2% | +31.0% | +22.7% |
| YTD | +26.0% | +0.2% | +25.8% | +22.8% |
| 1Y | +28.1% | -1.5% | +29.6% | +25.5% |
| 3Y | +54.6% | +17.9% | +36.6% | +34.5% |
| 5Y | +60.3% | +1.9% | +58.4% | +49.4% |
| 10Y | +242.1% | +135.2% | +107.0% | +99.0% |
| All | +551.1% | +501.7% | +49.4% | +133.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling