+253.7%
SCHD vs LIN
+430.8%
-177.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.4% | +0.9% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | +7.9% | +7.6% | +0.3% | +4.1% |
| 3M | +6.0% | +6.5% | -0.5% | +2.6% |
| 6M | +14.5% | +6.2% | +8.4% | +10.7% |
| YTD | +33.2% | +23.2% | +9.9% | +18.8% |
| 1Y | +38.1% | +25.4% | +12.7% | +22.0% |
| 3Y | +73.5% | +38.3% | +35.2% | +44.5% |
| 5Y | +62.5% | +64.4% | -1.9% | +21.2% |
| 10Y | +253.7% | +417.3% | -163.6% | +54.9% |
| All | +253.7% | +430.8% | -177.1% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 10y: compounded portfolio wealth divided by compounded LIN 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…
10y analysis · Full analysis span regression · 6 months rolling