+593.7%
SCHD vs DAL
+1,096.6%
-502.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.2% | +5.0% | +0.8% |
| 7D | +1.4% | +1.4% | 0.0% | +1.1% |
| 30D | +7.7% | +9.1% | -1.4% | +5.6% |
| 3M | +5.7% | -3.5% | +9.2% | +6.1% |
| 6M | +14.9% | +23.4% | -8.4% | +9.3% |
| YTD | +34.2% | +26.0% | +8.2% | +26.1% |
| 1Y | +36.8% | +44.6% | -7.9% | +24.8% |
| 3Y | +73.2% | +162.7% | -89.5% | +34.4% |
| 5Y | +62.8% | +113.0% | -50.2% | +28.8% |
| 10Y | +257.2% | +109.8% | +147.3% | +166.8% |
| All | +593.7% | +1,096.6% | -502.8% | +306.0% |
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