+566.6%
SCHD vs LIN
+525.3%
+41.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.3% |
| 7D | -0.3% | -2.1% | +1.8% | +0.8% |
| 30D | +3.4% | -2.4% | +5.9% | +4.7% |
| 3M | +7.6% | -5.6% | +13.2% | +10.4% |
| 6M | +12.2% | -3.4% | +15.5% | +13.4% |
| YTD | +29.0% | +13.1% | +15.9% | +20.1% |
| 1Y | +30.3% | +2.5% | +27.8% | +27.4% |
| 3Y | +56.1% | +27.6% | +28.5% | +35.2% |
| 5Y | +60.4% | +63.0% | -2.6% | +19.7% |
| 10Y | +241.3% | +359.3% | -118.0% | +44.8% |
| All | +566.6% | +525.3% | +41.3% | +133.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling