+237.8%
SCHD vs JBHT
+276.8%
-39.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | JBHT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.2% |
| 7D | -1.1% | +7.1% | -8.3% | -3.3% |
| 30D | +1.5% | +2.3% | -0.8% | +0.5% |
| 3M | +7.4% | -4.5% | +11.9% | +8.4% |
| 6M | +12.4% | +29.2% | -16.9% | +2.3% |
| YTD | +27.5% | +42.2% | -14.7% | +12.1% |
| 1Y | +30.0% | +93.7% | -63.7% | +1.7% |
| 3Y | +56.5% | +53.2% | +3.3% | +29.3% |
| 5Y | +60.7% | +62.4% | -1.7% | +25.6% |
| 10Y | +237.8% | +274.7% | -36.9% | +80.2% |
| All | +237.8% | +276.8% | -39.0% | +80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JBHT.
Daily Out/Under-Performance
Portfolio return minus JBHT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBHT 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded JBHT 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling