+72.4%
UBER vs SCHD
+153.2%
-80.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.6% |
| 7D | -5.4% | -2.0% | -3.4% | -3.5% |
| 30D | -4.9% | -0.4% | -4.5% | -4.4% |
| 3M | +3.0% | +5.7% | -2.7% | -2.3% |
| 6M | -4.4% | +11.9% | -16.3% | -14.4% |
| YTD | -12.3% | +26.4% | -38.7% | -30.8% |
| 1Y | -24.3% | +27.6% | -51.9% | -41.0% |
| 3Y | +46.4% | +54.9% | -8.5% | -7.2% |
| 5Y | +79.7% | +60.9% | +18.7% | +11.7% |
| All | +72.4% | +153.2% | -80.8% | -30.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling