+41.8%
SCHD vs HUT
-2.9%
+44.6%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -23.2% | +25.1% | +1.6% |
| 7D | +3.2% | -29.5% | +32.7% | +3.0% |
| 30D | +10.7% | -45.2% | +55.8% | +10.4% |
| 3M | +7.8% | -51.6% | +59.4% | +7.6% |
| 6M | +16.7% | -37.3% | +54.0% | +15.7% |
| YTD | +35.3% | +6.5% | +28.7% | +31.7% |
| 1Y | +41.8% | +1.7% | +40.0% | +38.3% |
| All | +41.8% | -2.9% | +44.6% | +38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 HUT 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