+74.5%
SCHD vs KEY
+127.6%
-53.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.4% |
| 7D | +2.7% | +2.9% | -0.2% | +1.9% |
| 30D | +7.1% | +8.4% | -1.3% | +4.9% |
| 3M | +5.7% | -5.8% | +11.5% | +7.2% |
| 6M | +15.6% | +5.4% | +10.1% | +13.7% |
| YTD | +34.9% | +7.1% | +27.9% | +31.8% |
| 1Y | +37.4% | +26.8% | +10.5% | +28.1% |
| 3Y | +74.5% | +128.7% | -54.2% | +41.3% |
| All | +74.5% | +127.6% | -53.1% | +41.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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