+41.8%
SCHD vs USAR
-49.3%
+91.0%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.9% | +7.7% | +1.9% |
| 7D | +3.2% | -21.8% | +24.9% | +3.4% |
| 30D | +10.7% | -39.9% | +50.6% | +11.3% |
| 3M | +7.8% | -52.5% | +60.4% | +8.7% |
| 6M | +16.7% | -67.9% | +84.7% | +18.4% |
| YTD | +35.3% | -31.1% | +66.3% | +34.1% |
| 1Y | +41.8% | -49.8% | +91.6% | +41.4% |
| All | +41.8% | -49.3% | +91.0% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USAR.
Daily Out/Under-Performance
Portfolio return minus USAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USAR 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 USAR 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