+80.2%
SCHD vs DOCN
+74.7%
+5.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -0.8% |
| 7D | -1.7% | -19.2% | +17.4% | -0.6% |
| 30D | +7.7% | -43.1% | +50.8% | +10.7% |
| 3M | +5.2% | -40.7% | +45.9% | +7.5% |
| 6M | +12.9% | -55.0% | +67.8% | +16.8% |
| YTD | +31.4% | +50.6% | -19.3% | +22.7% |
| 1Y | +37.3% | +54.0% | -16.7% | +27.9% |
| 3Y | +68.3% | +203.9% | -135.6% | +45.2% |
| 5Y | +59.9% | -29.4% | +89.2% | +41.5% |
| All | +80.2% | +74.7% | +5.5% | +61.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling