+41.8%
SCHD vs DHR
+11.6%
+30.2%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.2% | +1.7% |
| 7D | +3.2% | +0.4% | +2.8% | +3.1% |
| 30D | +10.7% | +6.2% | +4.5% | +10.0% |
| 3M | +7.8% | +20.8% | -13.0% | +5.6% |
| 6M | +16.7% | +35.5% | -18.8% | +12.5% |
| YTD | +35.3% | +3.2% | +32.0% | +37.0% |
| 1Y | +41.8% | +10.7% | +31.1% | +39.6% |
| All | +41.8% | +11.6% | +30.2% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DHR.
Daily Out/Under-Performance
Portfolio return minus DHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHR 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 DHR 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