-42.2%
DIS vs SCHD
+59.4%
-101.6%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | +0.2% |
| 7D | -3.5% | -2.6% | -0.9% | -0.6% |
| 30D | +1.0% | -0.3% | +1.3% | +1.4% |
| 3M | +5.7% | +6.1% | -0.4% | -1.0% |
| 6M | +3.3% | +11.7% | -8.4% | -8.9% |
| YTD | -7.7% | +26.3% | -34.1% | -29.2% |
| 1Y | -10.0% | +28.8% | -38.7% | -32.4% |
| 3Y | +31.7% | +55.0% | -23.3% | -21.1% |
| 5Y | -42.2% | +60.0% | -102.2% | -67.1% |
| All | -42.2% | +59.4% | -101.6% | -67.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling