+551.1%
SCHD vs SPXU
-100.0%
+651.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | +0.2% |
| 7D | -3.1% | +6.4% | -9.5% | -1.4% |
| 30D | -0.8% | +5.9% | -6.8% | +0.8% |
| 3M | +6.2% | -11.7% | +17.9% | +3.0% |
| 6M | +11.8% | -28.7% | +40.5% | +3.0% |
| YTD | +26.0% | -26.4% | +52.3% | +17.4% |
| 1Y | +28.1% | -35.2% | +63.4% | +15.8% |
| 3Y | +54.6% | -79.8% | +134.4% | +8.1% |
| 5Y | +60.3% | -86.1% | +146.4% | +13.6% |
| 10Y | +242.1% | -99.5% | +341.7% | +20.9% |
| All | +551.1% | -100.0% | +651.0% | +32.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling