+60.2%
SCHD vs UUUU
+79.1%
-19.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.6% |
| 7D | -2.0% | -10.5% | +8.6% | -1.4% |
| 30D | -0.4% | -10.5% | +10.1% | +0.1% |
| 3M | +5.7% | -14.1% | +19.8% | +6.3% |
| 6M | +11.9% | -35.5% | +47.4% | +13.7% |
| YTD | +26.4% | -10.9% | +37.4% | +24.9% |
| 1Y | +27.6% | +3.4% | +24.3% | +23.2% |
| 3Y | +54.9% | +73.1% | -18.2% | +39.1% |
| All | +60.2% | +79.1% | -19.0% | +39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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