+591.8%
SCHD vs DAL
+1,174.7%
-582.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | +0.1% | +0.4% |
| 7D | +0.8% | +10.7% | -9.9% | -1.3% |
| 30D | +8.4% | +12.5% | -4.1% | +5.7% |
| 3M | +5.6% | +3.6% | +2.0% | +4.6% |
| 6M | +15.1% | +26.7% | -11.6% | +8.9% |
| YTD | +33.8% | +34.3% | -0.4% | +24.2% |
| 1Y | +38.5% | +59.1% | -20.6% | +23.9% |
| 3Y | +72.7% | +179.9% | -107.2% | +32.4% |
| 5Y | +63.1% | +119.1% | -56.0% | +28.3% |
| 10Y | +255.9% | +125.6% | +130.3% | +162.2% |
| All | +591.8% | +1,174.7% | -582.9% | +299.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling