+4,437.1%
SNDK vs SCHD
+29.8%
+4,407.2%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.4% | -3.9% | -4.0% |
| 7D | -6.1% | -2.0% | -4.2% | -3.8% |
| 30D | +21.5% | -0.4% | +21.9% | +21.4% |
| 3M | -13.2% | +5.7% | -18.9% | -23.0% |
| 6M | +149.2% | +11.9% | +137.3% | +95.6% |
| YTD | +588.1% | +26.4% | +561.6% | +313.0% |
| 1Y | +1,837.5% | +27.6% | +1,809.9% | +1,034.4% |
| All | +4,437.1% | +29.8% | +4,407.2% | +2,943.8% |
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 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