+62.5%
SCHD vs DECK
+30.0%
+32.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.3% | -2.9% | +0.8% |
| 7D | -0.7% | +6.4% | -7.1% | -1.5% |
| 30D | +7.9% | +9.1% | -1.2% | +6.6% |
| 3M | +6.0% | -7.2% | +13.2% | +6.9% |
| 6M | +14.5% | -9.9% | +24.5% | +15.7% |
| YTD | +33.2% | -12.8% | +45.9% | +34.4% |
| 1Y | +38.1% | +10.6% | +27.5% | +34.8% |
| 3Y | +73.5% | -13.8% | +87.3% | +66.7% |
| 5Y | +62.5% | +27.6% | +34.9% | +38.9% |
| All | +62.5% | +30.0% | +32.5% | +38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 5y: compounded portfolio wealth divided by compounded DECK 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…
5y analysis · Full analysis span regression · 6 months rolling