+27.6%
SCHD vs SE
-45.5%
+73.1%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.4% |
| 7D | -2.0% | -5.2% | +3.3% | -1.9% |
| 30D | -0.4% | -17.1% | +16.7% | -0.4% |
| 3M | +5.7% | +24.0% | -18.3% | +5.8% |
| 6M | +11.9% | +21.0% | -9.1% | +11.8% |
| YTD | +26.4% | -16.7% | +43.2% | +26.4% |
| 1Y | +27.6% | -45.9% | +73.5% | +28.8% |
| All | +27.6% | -45.5% | +73.1% | +28.8% |
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