+965.9%
UNH vs SCHD
+552.5%
+413.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.9% | -1.0% | -1.1% |
| 7D | -1.7% | -2.6% | +1.0% | +0.6% |
| 30D | -3.8% | -0.3% | -3.5% | -3.6% |
| 3M | -4.3% | +6.1% | -10.4% | -9.1% |
| 6M | +38.6% | +11.7% | +26.9% | +25.9% |
| YTD | +20.7% | +26.3% | -5.6% | -1.7% |
| 1Y | +16.0% | +28.8% | -12.8% | -7.0% |
| 3Y | -13.5% | +55.0% | -68.5% | -42.3% |
| 5Y | +3.5% | +60.0% | -56.5% | -33.8% |
| 10Y | +245.3% | +243.1% | +2.2% | +4.4% |
| All | +965.9% | +552.5% | +413.4% | +76.5% |
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