+591.8%
SCHD vs SUI
+470.3%
+121.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.9% | +1.4% | +0.8% |
| 7D | +0.8% | +3.4% | -2.6% | -0.3% |
| 30D | +8.4% | +4.6% | +3.8% | +6.8% |
| 3M | +5.6% | +1.6% | +4.0% | +4.9% |
| 6M | +15.1% | -3.5% | +18.6% | +16.0% |
| YTD | +33.8% | -1.0% | +34.8% | +33.5% |
| 1Y | +38.5% | -1.7% | +40.3% | +38.5% |
| 3Y | +72.7% | +18.4% | +54.3% | +60.3% |
| 5Y | +63.1% | -26.3% | +89.4% | +73.7% |
| 10Y | +255.9% | +123.3% | +132.6% | +166.3% |
| All | +591.8% | +470.3% | +121.5% | +265.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling