+36.3%
DIS vs SCHD
+73.8%
-37.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -0.9% | -0.9% |
| 7D | +0.9% | +1.4% | -0.6% | -0.5% |
| 30D | +8.9% | +7.7% | +1.2% | +1.2% |
| 3M | +14.5% | +5.7% | +8.8% | +8.5% |
| 6M | +12.2% | +14.9% | -2.7% | -2.3% |
| YTD | +4.7% | +34.2% | -29.5% | -22.1% |
| 1Y | +2.8% | +36.8% | -34.0% | -25.0% |
| All | +36.3% | +73.8% | -37.4% | -19.6% |
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