+30.0%
SCHD vs LIN
+1.1%
+28.9%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.9% | +0.8% | -0.7% |
| 7D | -1.1% | -3.5% | +2.3% | -0.4% |
| 30D | +1.5% | -4.1% | +5.6% | +2.4% |
| 3M | +7.4% | -6.4% | +13.8% | +8.8% |
| 6M | +12.4% | -2.4% | +14.8% | +12.7% |
| YTD | +27.5% | +10.9% | +16.6% | +23.8% |
| 1Y | +30.0% | 0.0% | +30.0% | +28.3% |
| All | +30.0% | +1.1% | +28.9% | +28.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling