+41.8%
SCHD vs SPXU
-30.4%
+72.1%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.9% | +6.7% | +1.5% |
| 7D | +3.2% | +2.2% | +1.0% | +3.3% |
| 30D | +10.7% | +3.8% | +6.9% | +11.0% |
| 3M | +7.8% | +3.3% | +4.5% | +8.1% |
| 6M | +16.7% | -16.7% | +33.4% | +15.2% |
| YTD | +35.3% | -28.6% | +63.9% | +32.0% |
| 1Y | +41.8% | -30.6% | +72.3% | +38.2% |
| All | +41.8% | -30.4% | +72.1% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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