+60.8%
SCHD vs HUT
+89.0%
-28.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | -0.8% |
| 7D | -2.6% | +18.9% | -21.5% | -3.3% |
| 30D | -0.3% | +12.0% | -12.3% | -0.9% |
| 3M | +6.1% | -14.9% | +20.9% | +6.2% |
| 6M | +11.7% | +96.8% | -85.1% | +7.0% |
| YTD | +26.3% | +108.8% | -82.5% | +20.1% |
| 1Y | +28.8% | +227.4% | -198.6% | +18.6% |
| 3Y | +55.0% | +760.3% | -705.2% | +28.9% |
| All | +60.8% | +89.0% | -28.2% | +34.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling