+54.8%
SCHD vs SLV
+185.9%
-131.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +2.3% | -3.2% | -1.0% |
| 7D | -2.6% | +2.8% | -5.4% | -2.7% |
| 30D | -0.3% | +2.2% | -2.5% | -0.4% |
| 3M | +6.1% | +2.9% | +3.2% | +5.9% |
| 6M | +11.7% | -22.4% | +34.1% | +12.7% |
| YTD | +26.3% | -5.7% | +32.1% | +23.8% |
| 1Y | +28.8% | +63.3% | -34.6% | +20.3% |
| All | +54.8% | +185.9% | -131.1% | +34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SLV.
Daily Out/Under-Performance
Portfolio return minus SLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SLV 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 3y: compounded portfolio wealth divided by compounded SLV 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…
3y analysis · Full analysis span regression · 6 months rolling