+100.0%
DAL vs SCHG
+88.4%
+11.6%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -0.6% |
| 7D | +3.4% | -0.1% | +3.4% | +3.4% |
| 30D | -13.6% | -1.5% | -12.1% | -12.1% |
| 3M | +1.2% | +4.4% | -3.2% | -3.6% |
| 6M | +34.5% | +15.7% | +18.8% | +14.1% |
| YTD | +14.7% | +8.3% | +6.4% | +4.9% |
| 1Y | +29.2% | +14.2% | +15.0% | +11.1% |
| 3Y | +100.0% | +88.3% | +11.7% | +6.0% |
| All | +100.0% | +88.4% | +11.6% | +6.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded SCHG 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling