+272.5%
SNDK vs SCHD
+38.7%
+233.8%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -22.3% | -2.2% | -20.1% | -24.1% |
| 7D | -39.4% | -0.5% | -38.8% | -39.3% |
| 30D | -51.4% | +7.8% | -59.3% | -47.2% |
| 3M | -40.3% | +6.1% | -46.4% | -36.0% |
| 6M | -42.7% | +13.6% | -56.2% | -39.4% |
| YTD | +239.7% | +32.3% | +207.4% | +194.4% |
| 1Y | +272.5% | +38.0% | +234.5% | +206.2% |
| All | +272.5% | +38.7% | +233.8% | +206.2% |
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 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