+319.1%
DELL vs SCHD
+30.7%
+288.4%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.6% |
| 7D | +14.9% | -0.3% | +15.2% | +14.9% |
| 30D | +13.3% | +3.4% | +9.8% | +12.5% |
| 3M | +24.4% | +7.6% | +16.8% | +21.7% |
| 6M | +258.0% | +12.2% | +245.9% | +233.0% |
| YTD | +320.2% | +29.0% | +291.2% | +263.8% |
| 1Y | +319.1% | +30.3% | +288.8% | +268.9% |
| All | +319.1% | +30.7% | +288.4% | +268.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling