+96.4%
SHOP vs SCHD
+54.5%
+41.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.9% | -4.5% | -4.3% |
| 7D | -10.6% | -2.6% | -8.0% | -7.4% |
| 30D | -18.3% | -0.3% | -18.0% | -17.9% |
| 3M | +14.8% | +6.1% | +8.7% | +6.7% |
| 6M | -5.0% | +11.7% | -16.7% | -18.1% |
| YTD | -21.2% | +26.3% | -47.6% | -44.2% |
| 1Y | -11.6% | +28.8% | -40.4% | -39.4% |
| All | +96.4% | +54.5% | +41.9% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling