+57.3%
DRAM vs SCHD
+19.8%
+37.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.2% | -2.4% | -3.1% |
| 7D | +18.0% | +1.4% | +16.5% | +20.6% |
| 30D | -17.4% | +7.7% | -25.0% | -2.2% |
| 3M | -20.3% | +5.7% | -26.0% | -8.9% |
| 6M | -14.9% | +14.9% | -29.8% | +10.9% |
| All | +57.3% | +19.8% | +37.4% | +100.4% |
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