+41.8%
SCHD vs URA
-32.2%
+73.9%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.1% | +2.9% | +1.9% |
| 7D | +3.2% | -10.5% | +13.7% | +3.4% |
| 30D | +10.7% | -18.6% | +29.3% | +11.2% |
| 3M | +7.8% | -23.0% | +30.9% | +8.4% |
| 6M | +16.7% | -40.3% | +57.0% | +18.6% |
| YTD | +35.3% | -23.5% | +58.7% | +35.4% |
| 1Y | +41.8% | -31.1% | +72.9% | +42.5% |
| All | +41.8% | -32.2% | +73.9% | +42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling