+237.3%
SCHD vs URI
+1,233.8%
-996.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.9% | +3.6% | +0.7% |
| 7D | -3.1% | -0.5% | -2.6% | -3.0% |
| 30D | -0.8% | -13.4% | +12.5% | +2.7% |
| 3M | +6.2% | -6.2% | +12.4% | +7.3% |
| 6M | +11.8% | +28.0% | -16.2% | +3.1% |
| YTD | +26.0% | +23.0% | +3.0% | +16.5% |
| 1Y | +28.1% | +5.5% | +22.6% | +23.1% |
| 3Y | +54.6% | +119.2% | -64.6% | +17.3% |
| 5Y | +60.3% | +201.0% | -140.7% | +7.5% |
| All | +237.3% | +1,233.8% | -996.5% | +55.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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