+74.5%
SCHD vs LIN
+37.9%
+36.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.3% |
| 7D | +2.7% | +2.1% | +0.6% | +1.9% |
| 30D | +7.1% | +6.8% | +0.4% | +4.6% |
| 3M | +5.7% | +10.4% | -4.6% | +1.9% |
| 6M | +15.6% | +3.2% | +12.4% | +14.0% |
| YTD | +34.9% | +24.6% | +10.3% | +22.2% |
| 1Y | +37.4% | +24.4% | +13.0% | +24.4% |
| 3Y | +74.5% | +36.7% | +37.8% | +57.1% |
| All | +74.5% | +37.9% | +36.6% | +57.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling