+54.8%
SCHD vs RBA
+26.3%
+28.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.3% | -0.8% |
| 7D | -2.6% | -1.9% | -0.7% | -2.3% |
| 30D | -0.3% | -13.0% | +12.7% | +2.0% |
| 3M | +6.1% | -23.1% | +29.2% | +10.4% |
| 6M | +11.7% | -22.6% | +34.3% | +15.9% |
| YTD | +26.3% | -20.4% | +46.7% | +29.8% |
| 1Y | +28.8% | -29.6% | +58.3% | +35.6% |
| All | +54.8% | +26.3% | +28.5% | +47.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling