+238.6%
SCHD vs DINO
+492.4%
-253.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.0% | +2.3% | -4.3% | -2.4% |
| 30D | -0.4% | +22.6% | -23.1% | -4.3% |
| 3M | +5.7% | +55.2% | -49.5% | -3.3% |
| 6M | +11.9% | +93.8% | -81.9% | -2.4% |
| YTD | +26.4% | +139.5% | -113.1% | +5.2% |
| 1Y | +27.6% | +115.3% | -87.7% | +8.2% |
| 3Y | +54.9% | +98.8% | -43.8% | +30.6% |
| 5Y | +60.9% | +333.5% | -272.6% | +12.1% |
| All | +238.6% | +492.4% | -253.8% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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