+553.0%
SCHD vs DINO
+527.9%
+25.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.2% | -0.8% | -0.9% |
| 7D | -2.6% | +2.0% | -4.6% | -3.0% |
| 30D | -0.3% | +27.7% | -28.0% | -4.6% |
| 3M | +6.1% | +56.3% | -50.2% | -2.4% |
| 6M | +11.7% | +107.6% | -95.8% | -2.8% |
| YTD | +26.3% | +140.2% | -113.8% | +6.5% |
| 1Y | +28.8% | +113.0% | -84.2% | +10.8% |
| 3Y | +55.0% | +100.1% | -45.0% | +32.3% |
| 5Y | +60.0% | +328.7% | -268.7% | +15.6% |
| 10Y | +243.1% | +489.2% | -246.0% | +120.3% |
| All | +553.0% | +527.9% | +25.1% | +296.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling