+11.7%
SCHD vs RGEN
+39.8%
-28.1%
-3.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.1% | -0.9% |
| 7D | -2.6% | -4.6% | +1.9% | -2.5% |
| 30D | -0.3% | +1.2% | -1.4% | -0.4% |
| 3M | +6.1% | +26.8% | -20.7% | +5.2% |
| 6M | +11.7% | +29.1% | -17.3% | +10.2% |
| All | +11.7% | +39.8% | -28.1% | +10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 6mo: compounded portfolio wealth divided by compounded RGEN 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…
6mo analysis · Full analysis span regression · 6 months rolling