-4.9%
SHOP vs SCHD
+42.1%
-47.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.9% | +5.5% | +7.2% |
| 7D | -9.0% | +3.2% | -12.2% | -9.0% |
| 30D | -4.4% | +10.7% | -15.1% | -4.2% |
| 3M | +24.1% | +7.8% | +16.3% | +25.1% |
| 6M | +20.0% | +16.7% | +3.3% | +24.9% |
| YTD | -4.9% | +35.3% | -40.2% | -0.8% |
| 1Y | -4.9% | +41.8% | -46.7% | -3.6% |
| All | -4.9% | +42.1% | -47.0% | -3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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