+54.9%
SCHD vs GRMN
+189.8%
-134.9%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.8% | -3.5% | -0.2% |
| 7D | -2.0% | +2.0% | -4.0% | -2.3% |
| 30D | -0.4% | -8.8% | +8.4% | +1.0% |
| 3M | +5.7% | +19.0% | -13.3% | +2.4% |
| 6M | +11.9% | +20.7% | -8.8% | +7.8% |
| YTD | +26.4% | +40.5% | -14.1% | +18.2% |
| 1Y | +27.6% | +19.1% | +8.5% | +22.8% |
| 3Y | +54.9% | +182.7% | -127.8% | +27.9% |
| All | +54.9% | +189.8% | -134.9% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 3y: compounded portfolio wealth divided by compounded GRMN 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…
3y analysis · Full analysis span regression · 6 months rolling