+32.8%
DIS vs SCHD
+57.0%
-24.2%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.8% |
| 7D | -1.1% | -1.1% | +0.1% | 0.0% |
| 30D | +0.1% | +1.5% | -1.4% | -1.2% |
| 3M | +7.1% | +7.4% | -0.3% | 0.0% |
| 6M | +4.3% | +12.4% | -8.1% | -6.9% |
| YTD | -6.9% | +27.5% | -34.5% | -26.6% |
| 1Y | -10.3% | +30.0% | -40.3% | -30.6% |
| 3Y | +32.8% | +56.5% | -23.7% | -10.3% |
| All | +32.8% | +57.0% | -24.2% | -10.3% |
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