+27.6%
SCHD vs ZBRA
+14.4%
+13.2%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.5% | +0.3% |
| 7D | -2.0% | -3.4% | +1.5% | -1.7% |
| 30D | -0.4% | -7.4% | +7.0% | 0.0% |
| 3M | +5.7% | +57.5% | -51.8% | +2.0% |
| 6M | +11.9% | +64.0% | -52.1% | +7.4% |
| YTD | +26.4% | +44.3% | -17.9% | +22.1% |
| 1Y | +27.6% | +10.9% | +16.7% | +24.5% |
| All | +27.6% | +14.4% | +13.2% | +24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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