+59.0%
SCHD vs MNDY
-50.8%
+109.8%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MNDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.0% | -5.3% | -0.5% |
| 7D | -3.1% | -12.5% | +9.4% | -2.5% |
| 30D | -0.8% | -2.6% | +1.8% | -0.8% |
| 3M | +6.2% | +4.2% | +2.0% | +5.7% |
| 6M | +11.8% | +9.8% | +2.1% | +10.7% |
| YTD | +26.0% | -42.3% | +68.2% | +28.7% |
| 1Y | +28.1% | -54.5% | +82.7% | +32.4% |
| 3Y | +54.6% | -50.3% | +104.8% | +56.4% |
| 5Y | +60.3% | -77.1% | +137.4% | +56.1% |
| All | +59.0% | -50.8% | +109.8% | +64.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MNDY.
Daily Out/Under-Performance
Portfolio return minus MNDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MNDY 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 MNDY 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