+56.5%
SCHD vs DAL
+98.4%
-41.9%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.9% |
| 7D | -1.1% | +3.4% | -4.5% | -1.7% |
| 30D | +1.5% | -13.6% | +15.1% | +3.7% |
| 3M | +7.4% | +1.2% | +6.2% | +6.9% |
| 6M | +12.4% | +34.5% | -22.1% | +6.3% |
| YTD | +27.5% | +14.7% | +12.8% | +23.5% |
| 1Y | +30.0% | +29.2% | +0.8% | +22.9% |
| 3Y | +56.5% | +100.0% | -43.5% | +25.4% |
| All | +56.5% | +98.4% | -41.9% | +25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling