+38.0%
SCHD vs MOH
+43.5%
-5.5%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.3% | +2.1% | -2.0% |
| 7D | -0.5% | +8.9% | -9.4% | -0.8% |
| 30D | +7.8% | +11.0% | -3.2% | +7.5% |
| 3M | +6.1% | +11.0% | -4.9% | +5.8% |
| 6M | +13.6% | +12.7% | +0.8% | +13.1% |
| YTD | +32.3% | +24.8% | +7.5% | +29.6% |
| 1Y | +38.0% | +44.7% | -6.7% | +32.1% |
| All | +38.0% | +43.5% | -5.5% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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