+28.1%
SCHD vs SIMO
+220.5%
-192.3%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.5% | +4.2% | -0.3% |
| 7D | -3.1% | +12.5% | -15.6% | -3.0% |
| 30D | -0.8% | +18.4% | -19.2% | -0.7% |
| 3M | +6.2% | +5.6% | +0.6% | +6.0% |
| 6M | +11.8% | +116.9% | -105.1% | +9.8% |
| YTD | +26.0% | +188.4% | -162.4% | +22.1% |
| 1Y | +28.1% | +221.3% | -193.1% | +23.9% |
| All | +28.1% | +220.5% | -192.3% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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