+566.6%
SCHD vs UAL
+456.6%
+110.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.3% | -1.2% |
| 7D | -0.3% | +0.7% | -1.0% | -0.4% |
| 30D | +3.4% | -16.1% | +19.6% | +6.1% |
| 3M | +7.6% | +6.1% | +1.5% | +6.2% |
| 6M | +12.2% | +10.8% | +1.3% | +9.3% |
| YTD | +29.0% | -0.4% | +29.4% | +27.2% |
| 1Y | +30.3% | +5.0% | +25.3% | +27.0% |
| 3Y | +56.1% | +124.0% | -67.9% | +30.6% |
| 5Y | +60.4% | +141.0% | -80.6% | +28.8% |
| 10Y | +241.3% | +118.0% | +123.3% | +160.2% |
| All | +566.6% | +456.6% | +110.0% | +359.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling