+497.9%
SCHD vs INDA
+107.4%
+390.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.2% |
| 7D | -3.1% | -3.6% | +0.5% | -1.7% |
| 30D | -0.8% | -4.0% | +3.1% | +0.8% |
| 3M | +6.2% | +1.7% | +4.5% | +5.4% |
| 6M | +11.8% | -3.6% | +15.5% | +13.1% |
| YTD | +26.0% | -11.0% | +36.9% | +31.5% |
| 1Y | +28.1% | -9.5% | +37.6% | +32.7% |
| 3Y | +54.6% | +7.6% | +46.9% | +48.3% |
| 5Y | +60.3% | +4.8% | +55.5% | +54.9% |
| 10Y | +242.1% | +82.3% | +159.9% | +159.6% |
| All | +497.9% | +107.4% | +390.6% | +327.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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