+78.9%
UBER vs SCHD
+59.9%
+18.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.6% |
| 7D | -5.4% | -2.0% | -3.4% | -3.4% |
| 30D | -4.9% | -0.4% | -4.5% | -4.4% |
| 3M | +3.0% | +5.7% | -2.7% | -2.6% |
| 6M | -4.4% | +11.9% | -16.3% | -15.0% |
| YTD | -12.3% | +26.4% | -38.7% | -32.2% |
| 1Y | -24.3% | +27.6% | -51.9% | -42.2% |
| 3Y | +46.4% | +54.9% | -8.5% | -13.6% |
| All | +78.9% | +59.9% | +18.9% | +7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling