+41.8%
SCHD vs RBA
-2.0%
+43.7%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.2% | +1.6% |
| 7D | +3.2% | +12.7% | -9.5% | +1.9% |
| 30D | +10.7% | +15.5% | -4.9% | +8.9% |
| 3M | +7.8% | -14.0% | +21.9% | +9.0% |
| 6M | +16.7% | -8.8% | +25.5% | +17.2% |
| YTD | +35.3% | -6.9% | +42.2% | +33.3% |
| 1Y | +41.8% | -3.0% | +44.7% | +38.1% |
| All | +41.8% | -2.0% | +43.7% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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