+566.6%
SCHD vs DAL
+1,005.3%
-438.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.2% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +3.4% | -13.9% | +17.4% | +6.5% |
| 3M | +7.6% | +1.1% | +6.6% | +7.0% |
| 6M | +12.2% | +26.2% | -14.1% | +6.0% |
| YTD | +29.0% | +16.4% | +12.5% | +23.5% |
| 1Y | +30.3% | +33.9% | -3.6% | +20.7% |
| 3Y | +56.1% | +93.4% | -37.2% | +29.4% |
| 5Y | +60.4% | +106.4% | -45.9% | +27.6% |
| 10Y | +241.3% | +143.0% | +98.3% | +151.1% |
| All | +566.6% | +1,005.3% | -438.7% | +297.5% |
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