+53,005.7%
DHR vs SCHW
+52,067.9%
+937.8%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.9% | -2.3% |
| 7D | -5.0% | -2.8% | -2.2% | -4.4% |
| 30D | -3.3% | -0.1% | -3.3% | -3.4% |
| 3M | +9.4% | +20.6% | -11.2% | +4.7% |
| 6M | +3.2% | +15.9% | -12.8% | -0.5% |
| YTD | -12.0% | +8.5% | -20.5% | -14.0% |
| 1Y | +4.9% | +17.8% | -13.0% | +0.5% |
| 3Y | -7.4% | +88.5% | -95.9% | -21.1% |
| 5Y | -29.8% | +60.6% | -90.4% | -39.6% |
| 10Y | +209.1% | +298.0% | -89.0% | +105.7% |
| All | +53,005.7% | +52,067.9% | +937.8% | +10,122.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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