+237.3%
SCHD vs DAL
+136.7%
+100.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.4% | -0.1% |
| 7D | -3.1% | -0.6% | -2.5% | -3.0% |
| 30D | -0.8% | -13.5% | +12.6% | +2.3% |
| 3M | +6.2% | +2.6% | +3.6% | +5.2% |
| 6M | +11.8% | +32.7% | -20.9% | +3.9% |
| YTD | +26.0% | +13.6% | +12.3% | +20.7% |
| 1Y | +28.1% | +28.8% | -0.7% | +18.7% |
| 3Y | +54.6% | +98.2% | -43.6% | +24.2% |
| 5Y | +60.3% | +105.9% | -45.6% | +23.4% |
| All | +237.3% | +136.7% | +100.7% | +146.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling