+258.1%
SCHD vs SUI
+120.9%
+137.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | -0.5% | -2.4% | +1.9% | +0.3% |
| 30D | +8.3% | +3.3% | +5.0% | +7.0% |
| 3M | +5.9% | +0.7% | +5.3% | +5.5% |
| 6M | +15.3% | -4.1% | +19.4% | +16.4% |
| YTD | +34.5% | -1.8% | +36.4% | +34.6% |
| 1Y | +37.2% | -4.1% | +41.2% | +38.2% |
| 3Y | +73.6% | +17.4% | +56.2% | +60.9% |
| 5Y | +63.7% | -27.0% | +90.7% | +75.8% |
| 10Y | +258.1% | +121.2% | +136.9% | +184.0% |
| All | +258.1% | +120.9% | +137.2% | +184.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling