+566.6%
SCHD vs SUI
+465.5%
+101.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -0.3% | -2.8% | +2.5% | +0.6% |
| 30D | +3.4% | -1.2% | +4.6% | +3.8% |
| 3M | +7.6% | -1.7% | +9.4% | +8.1% |
| 6M | +12.2% | -10.5% | +22.6% | +15.9% |
| YTD | +29.0% | -1.8% | +30.8% | +29.2% |
| 1Y | +30.3% | -4.1% | +34.4% | +31.4% |
| 3Y | +56.1% | +11.3% | +44.9% | +47.8% |
| 5Y | +60.4% | -32.1% | +92.5% | +75.5% |
| 10Y | +241.3% | +110.4% | +130.8% | +159.8% |
| All | +566.6% | +465.5% | +101.1% | +253.5% |
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