+60.0%
SCHD vs SUI
-33.5%
+93.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.4% | -0.5% |
| 7D | -2.6% | -4.3% | +1.7% | -1.3% |
| 30D | -0.3% | -2.1% | +1.8% | +0.3% |
| 3M | +6.1% | -6.1% | +12.2% | +8.0% |
| 6M | +11.7% | -12.8% | +24.5% | +16.1% |
| YTD | +26.3% | -4.6% | +31.0% | +27.7% |
| 1Y | +28.8% | -7.7% | +36.4% | +31.3% |
| 3Y | +55.0% | +10.9% | +44.1% | +47.0% |
| 5Y | +60.0% | -32.4% | +92.4% | +76.4% |
| All | +60.0% | -33.5% | +93.5% | +76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling