+59.5%
SCHD vs SHW
+9.4%
+50.1%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | 0.0% |
| 7D | -3.1% | -4.5% | +1.4% | -1.8% |
| 30D | -0.8% | -12.7% | +11.9% | +3.2% |
| 3M | +6.2% | +4.7% | +1.5% | +4.3% |
| 6M | +11.8% | -3.4% | +15.2% | +12.2% |
| YTD | +26.0% | -1.3% | +27.3% | +25.3% |
| 1Y | +28.1% | -10.4% | +38.5% | +31.2% |
| 3Y | +54.6% | +20.1% | +34.5% | +43.2% |
| All | +59.5% | +9.4% | +50.1% | +46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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