+25.7%
SCHD vs MDLN
-7.1%
+32.7%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | -2.0% | -11.1% | +9.1% | -1.2% |
| 30D | -0.4% | -8.4% | +8.0% | +0.2% |
| 3M | +5.7% | -12.4% | +18.1% | +6.7% |
| 6M | +11.9% | -23.3% | +35.1% | +13.5% |
| YTD | +26.4% | -22.5% | +49.0% | +28.9% |
| All | +25.7% | -7.1% | +32.7% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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