+259.6%
SCHD vs UAL
+80.6%
+179.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.3% | +0.8% |
| 7D | +2.7% | -3.0% | +5.7% | +3.1% |
| 30D | +7.1% | +10.5% | -3.3% | +5.2% |
| 3M | +5.7% | -13.5% | +19.2% | +7.8% |
| 6M | +15.6% | +14.2% | +1.4% | +11.9% |
| YTD | +34.9% | -2.2% | +37.2% | +32.9% |
| 1Y | +37.4% | +12.5% | +24.9% | +31.9% |
| 3Y | +74.5% | +186.8% | -112.3% | +36.4% |
| 5Y | +63.7% | +119.4% | -55.7% | +29.8% |
| All | +259.6% | +80.6% | +179.0% | +187.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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