+7,788.2%
SHOP vs SCHD
+271.3%
+7,516.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | -1.1% | -6.5% | -6.3% |
| 7D | -4.1% | -1.1% | -2.9% | -2.7% |
| 30D | -11.5% | +1.5% | -13.0% | -13.0% |
| 3M | +21.1% | +7.4% | +13.6% | +11.5% |
| 6M | +3.0% | +12.4% | -9.4% | -10.4% |
| YTD | -16.7% | +27.5% | -44.2% | -38.3% |
| 1Y | -8.3% | +30.0% | -38.3% | -33.7% |
| 3Y | +112.8% | +56.5% | +56.3% | +26.5% |
| 5Y | -9.3% | +60.7% | -69.9% | -44.6% |
| 10Y | +3,003.4% | +237.8% | +2,765.7% | +697.6% |
| All | +7,788.2% | +271.3% | +7,516.9% | +1,631.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling