-0.5%
UNH vs SCHD
+59.9%
-60.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.7% | -2.6% |
| 7D | -4.5% | -2.0% | -2.6% | -3.4% |
| 30D | -6.5% | -0.4% | -6.1% | -6.3% |
| 3M | -6.0% | +5.7% | -11.7% | -9.1% |
| 6M | +33.7% | +11.9% | +21.8% | +25.0% |
| YTD | +16.4% | +26.4% | -10.0% | +1.1% |
| 1Y | +10.1% | +27.6% | -17.5% | -4.8% |
| 3Y | -16.3% | +54.9% | -71.3% | -36.2% |
| All | -0.5% | +59.9% | -60.4% | -27.7% |
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