+41.8%
SCHD vs SE
-48.0%
+89.8%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.5% | -2.6% | +1.9% |
| 7D | +3.2% | +6.7% | -3.5% | +3.2% |
| 30D | +10.7% | -17.2% | +27.9% | +10.6% |
| 3M | +7.8% | -28.0% | +35.9% | +7.7% |
| 6M | +16.7% | -6.1% | +22.8% | +16.9% |
| YTD | +35.3% | -37.1% | +72.4% | +34.5% |
| 1Y | +41.8% | -48.8% | +90.5% | +40.7% |
| All | +41.8% | -48.0% | +89.8% | +40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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