+238.6%
SCHD vs UNP
+285.4%
-46.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.6% |
| 7D | -2.0% | -1.8% | -0.2% | -1.2% |
| 30D | -0.4% | -2.7% | +2.3% | +0.7% |
| 3M | +5.7% | +6.5% | -0.8% | +2.5% |
| 6M | +11.9% | +14.4% | -2.5% | +4.4% |
| YTD | +26.4% | +24.8% | +1.6% | +13.1% |
| 1Y | +27.6% | +34.4% | -6.8% | +10.1% |
| 3Y | +54.9% | +43.6% | +11.4% | +28.1% |
| 5Y | +60.9% | +53.2% | +7.7% | +26.2% |
| All | +238.6% | +285.4% | -46.8% | +91.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UNP.
Daily Out/Under-Performance
Portfolio return minus UNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UNP 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 UNP 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