+237.3%
SCHD vs UAL
+106.0%
+131.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -3.1% | -2.0% | -1.1% | -2.8% |
| 30D | -0.8% | -15.7% | +14.9% | +1.9% |
| 3M | +6.2% | +3.6% | +2.6% | +5.1% |
| 6M | +11.8% | +16.9% | -5.1% | +7.7% |
| YTD | +26.0% | -4.8% | +30.7% | +25.0% |
| 1Y | +28.1% | -0.9% | +29.1% | +25.8% |
| 3Y | +54.6% | +124.5% | -69.9% | +26.4% |
| 5Y | +60.3% | +140.2% | -79.8% | +25.2% |
| All | +237.3% | +106.0% | +131.3% | +161.6% |
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