+311.8%
DIS vs SCHD
+596.8%
-285.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.1% |
| 7D | +1.9% | +2.7% | -0.8% | -0.9% |
| 30D | +9.2% | +7.1% | +2.0% | +1.6% |
| 3M | +13.5% | +5.7% | +7.8% | +7.1% |
| 6M | +14.3% | +15.6% | -1.3% | -1.8% |
| YTD | +5.4% | +34.9% | -29.5% | -23.1% |
| 1Y | +12.2% | +37.4% | -25.2% | -19.6% |
| 3Y | +37.2% | +74.5% | -37.3% | -23.6% |
| 5Y | -23.1% | +63.7% | -86.8% | -53.8% |
| 10Y | +32.2% | +259.1% | -226.9% | -65.3% |
| All | +311.8% | +596.8% | -285.1% | -54.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling