+54.9%
SCHD vs HPQ
+36.4%
+18.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.4% | -8.0% | -0.9% |
| 7D | -2.0% | +9.8% | -11.7% | -3.5% |
| 30D | -0.4% | +22.4% | -22.8% | -3.8% |
| 3M | +5.7% | +45.2% | -39.4% | -0.9% |
| 6M | +11.9% | +96.4% | -84.6% | -1.9% |
| YTD | +26.4% | +65.4% | -39.0% | +14.7% |
| 1Y | +27.6% | +31.6% | -4.0% | +21.1% |
| 3Y | +54.9% | +37.0% | +17.9% | +33.5% |
| All | +54.9% | +36.4% | +18.6% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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