+41.8%
SCHD vs WDAY
-14.6%
+56.4%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WDAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.0% | -0.1% | +1.8% |
| 7D | +3.2% | -1.2% | +4.4% | +3.2% |
| 30D | +10.7% | +6.8% | +3.9% | +10.4% |
| 3M | +7.8% | +17.8% | -10.0% | +7.3% |
| 6M | +16.7% | +57.8% | -41.1% | +15.7% |
| YTD | +35.3% | -6.0% | +41.3% | +36.3% |
| 1Y | +41.8% | -13.5% | +55.3% | +44.2% |
| All | +41.8% | -14.6% | +56.4% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WDAY.
Daily Out/Under-Performance
Portfolio return minus WDAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WDAY 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 WDAY 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