+62.5%
DRAM vs SCHD
+20.8%
+41.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.9% | -7.2% | -0.8% |
| 7D | -16.6% | +3.2% | -19.8% | -9.7% |
| 30D | -26.9% | +10.7% | -37.5% | -7.2% |
| 3M | -17.8% | +7.8% | -25.6% | -0.8% |
| 6M | +6.2% | +16.7% | -10.5% | +41.6% |
| All | +62.5% | +20.8% | +41.7% | +112.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling