+551.1%
SCHD vs DHR
+1,020.8%
-469.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | +0.2% |
| 7D | -3.1% | -5.0% | +1.9% | -1.8% |
| 30D | -0.8% | -3.3% | +2.5% | 0.0% |
| 3M | +6.2% | +9.4% | -3.2% | +3.2% |
| 6M | +11.8% | +3.2% | +8.7% | +10.0% |
| YTD | +26.0% | -12.0% | +38.0% | +29.1% |
| 1Y | +28.1% | +4.9% | +23.2% | +24.9% |
| 3Y | +54.6% | -7.4% | +61.9% | +53.5% |
| 5Y | +60.3% | -29.8% | +90.1% | +68.4% |
| 10Y | +242.1% | +209.1% | +33.1% | +156.1% |
| All | +551.1% | +1,020.8% | -469.7% | +191.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling