+60.3%
SCHD vs SBAC
-45.4%
+105.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.6% | +0.3% |
| 7D | -3.1% | -5.3% | +2.2% | -2.1% |
| 30D | -0.8% | +0.4% | -1.2% | -0.9% |
| 3M | +6.2% | -11.9% | +18.1% | +8.7% |
| 6M | +11.8% | -4.5% | +16.3% | +12.0% |
| YTD | +26.0% | -4.3% | +30.3% | +25.9% |
| 1Y | +28.1% | -3.9% | +32.0% | +27.8% |
| 3Y | +54.6% | -11.0% | +65.6% | +54.4% |
| 5Y | +60.3% | -44.1% | +104.4% | +78.3% |
| All | +60.3% | -45.4% | +105.7% | +78.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 5y: compounded portfolio wealth divided by compounded SBAC 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…
5y analysis · Full analysis span regression · 6 months rolling