+60.0%
SCHD vs UAL
+136.8%
-76.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | -2.6% | -1.1% | -1.5% | -2.5% |
| 30D | -0.3% | -13.4% | +13.2% | +1.6% |
| 3M | +6.1% | -2.3% | +8.4% | +6.0% |
| 6M | +11.7% | +13.3% | -1.6% | +8.6% |
| YTD | +26.3% | -4.2% | +30.5% | +25.4% |
| 1Y | +28.8% | +1.4% | +27.4% | +26.3% |
| 3Y | +55.0% | +125.8% | -70.8% | +28.6% |
| 5Y | +60.0% | +130.0% | -69.9% | +27.9% |
| All | +60.0% | +136.8% | -76.7% | +27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling