+141.5%
SCHD vs OPEN
-71.4%
+213.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | -1.0% |
| 7D | -1.1% | +1.0% | -2.1% | -1.2% |
| 30D | +1.5% | -11.9% | +13.4% | +1.9% |
| 3M | +7.4% | -28.8% | +36.2% | +8.4% |
| 6M | +12.4% | -38.6% | +51.0% | +13.8% |
| YTD | +27.5% | -47.3% | +74.9% | +29.6% |
| 1Y | +30.0% | -49.2% | +79.2% | +30.3% |
| 3Y | +56.5% | -18.8% | +75.3% | +46.4% |
| 5Y | +60.7% | -83.6% | +144.3% | +48.4% |
| All | +141.5% | -71.4% | +213.0% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN 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 OPEN 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