+724.9%
DELL vs SCHD
+54.6%
+670.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.4% | +11.6% | +11.6% |
| 7D | +8.2% | -2.0% | +10.2% | +10.1% |
| 30D | +17.1% | -0.4% | +17.5% | +17.4% |
| 3M | +45.2% | +5.7% | +39.4% | +36.6% |
| 6M | +286.8% | +11.9% | +274.9% | +242.5% |
| YTD | +354.8% | +26.4% | +328.3% | +257.3% |
| 1Y | +358.3% | +27.6% | +330.7% | +256.2% |
| 3Y | +724.9% | +54.9% | +670.0% | +497.0% |
| All | +724.9% | +54.6% | +670.3% | +497.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling