+37.1%
SCHD vs DASH
-11.4%
+48.5%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.5% | -10.2% | +9.7% | -0.1% |
| 30D | +8.3% | -8.2% | +16.5% | +8.5% |
| 3M | +5.9% | -15.9% | +21.9% | +6.4% |
| 6M | +15.3% | +13.3% | +2.0% | +15.7% |
| YTD | +34.5% | -21.3% | +55.8% | +34.3% |
| All | +37.1% | -11.4% | +48.5% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DASH.
Daily Out/Under-Performance
Portfolio return minus DASH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DASH 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 1y: compounded portfolio wealth divided by compounded DASH 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…
1y analysis · Full analysis span regression · 6 months rolling