+15.6%
DIA vs SCHW
+17.7%
-2.1%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.0% | +1.0% |
| 7D | -1.6% | -1.9% | +0.3% | -1.2% |
| 30D | -2.0% | -1.6% | -0.4% | -1.8% |
| 3M | +3.6% | +21.3% | -17.6% | +0.2% |
| 6M | +11.5% | +16.5% | -5.0% | +8.1% |
| YTD | +10.4% | +8.4% | +1.9% | +8.1% |
| 1Y | +15.6% | +15.6% | -0.1% | +11.3% |
| All | +15.6% | +17.7% | -2.1% | +11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling