+71.0%
UBER vs SCHD
+153.0%
-82.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -1.9% |
| 7D | -7.0% | -2.6% | -4.4% | -4.5% |
| 30D | -8.9% | -0.3% | -8.6% | -8.6% |
| 3M | +1.0% | +6.1% | -5.1% | -4.5% |
| 6M | -3.7% | +11.7% | -15.4% | -13.7% |
| YTD | -13.0% | +26.3% | -39.3% | -31.3% |
| 1Y | -25.5% | +28.8% | -54.3% | -42.5% |
| 3Y | +50.5% | +55.0% | -4.6% | -4.7% |
| 5Y | +76.2% | +60.0% | +16.1% | +10.1% |
| All | +71.0% | +153.0% | -82.0% | -31.1% |
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