+96.1%
SCHD vs DASH
+16.3%
+79.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DASH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.6% | +3.8% | -0.5% |
| 7D | -0.3% | -10.6% | +10.3% | +0.5% |
| 30D | +3.4% | +2.2% | +1.3% | +3.3% |
| 3M | +7.6% | +32.3% | -24.6% | +5.2% |
| 6M | +12.2% | +19.1% | -7.0% | +10.3% |
| YTD | +29.0% | -6.5% | +35.5% | +29.0% |
| 1Y | +30.3% | -14.9% | +45.2% | +30.9% |
| 3Y | +56.1% | +151.9% | -95.8% | +42.8% |
| 5Y | +60.4% | +9.4% | +51.0% | +45.3% |
| All | +96.1% | +16.3% | +79.7% | +76.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling