+60.0%
SCHD vs URI
+215.5%
-155.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -1.2% |
| 7D | -2.6% | +5.0% | -7.6% | -3.7% |
| 30D | -0.3% | -9.4% | +9.1% | +1.7% |
| 3M | +6.1% | -5.8% | +11.9% | +7.0% |
| 6M | +11.7% | +25.8% | -14.1% | +4.6% |
| YTD | +26.3% | +27.9% | -1.6% | +17.0% |
| 1Y | +28.8% | +9.7% | +19.0% | +23.5% |
| 3Y | +55.0% | +128.0% | -72.9% | +18.4% |
| 5Y | +60.0% | +212.4% | -152.4% | +6.2% |
| All | +60.0% | +215.5% | -155.5% | +6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling