+238.6%
SCHD vs DHR
+209.4%
+29.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -2.0% | -3.6% | +1.7% | -0.7% |
| 30D | -0.4% | -2.7% | +2.3% | +0.4% |
| 3M | +5.7% | +10.9% | -5.2% | +1.2% |
| 6M | +11.9% | +3.0% | +8.8% | +9.4% |
| YTD | +26.4% | -12.2% | +38.6% | +30.9% |
| 1Y | +27.6% | +3.3% | +24.3% | +23.6% |
| 3Y | +54.9% | -8.2% | +63.2% | +52.9% |
| 5Y | +60.9% | -29.9% | +90.8% | +73.8% |
| All | +238.6% | +209.4% | +29.2% | +81.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling