+60.2%
SCHD vs DHR
-30.1%
+90.3%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | -2.0% | -3.6% | +1.7% | -1.0% |
| 30D | -0.4% | -2.7% | +2.3% | +0.2% |
| 3M | +5.7% | +10.9% | -5.2% | +2.2% |
| 6M | +11.9% | +3.0% | +8.8% | +10.1% |
| YTD | +26.4% | -12.2% | +38.6% | +30.2% |
| 1Y | +27.6% | +3.3% | +24.3% | +24.6% |
| 3Y | +54.9% | -8.2% | +63.2% | +53.3% |
| All | +60.2% | -30.1% | +90.3% | +62.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling