+15.3%
SCHD vs DOCN
-46.5%
+61.7%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +9.6% | -9.1% | +0.9% |
| 7D | -0.5% | +3.7% | -4.3% | -0.4% |
| 30D | +8.3% | -33.7% | +42.0% | +6.1% |
| 3M | +5.9% | -27.9% | +33.8% | +4.6% |
| 6M | +15.3% | -46.4% | +61.7% | +12.7% |
| All | +15.3% | -46.5% | +61.7% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 6mo: compounded portfolio wealth divided by compounded DOCN 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…
6mo analysis · Full analysis span regression · 6 months rolling