+2,684.0%
SNDK vs SCHD
+30.7%
+2,653.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.8% | +12.7% | +11.3% |
| 7D | +17.2% | -0.3% | +17.5% | +17.0% |
| 30D | +28.8% | +3.4% | +25.4% | +31.4% |
| 3M | -1.1% | +7.6% | -8.8% | +1.7% |
| 6M | +190.5% | +12.2% | +178.3% | +186.3% |
| YTD | +633.0% | +29.0% | +604.0% | +524.1% |
| 1Y | +2,684.0% | +30.3% | +2,653.7% | +2,286.6% |
| All | +2,684.0% | +30.7% | +2,653.3% | +2,286.6% |
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