+59.5%
SCHD vs GRMN
+74.2%
-14.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -3.1% | -1.8% | -1.3% | -2.7% |
| 30D | -0.8% | -12.1% | +11.3% | +2.1% |
| 3M | +6.2% | +18.0% | -11.8% | +1.6% |
| 6M | +11.8% | +13.7% | -1.9% | +7.6% |
| YTD | +26.0% | +35.3% | -9.3% | +15.7% |
| 1Y | +28.1% | +17.2% | +10.9% | +21.7% |
| 3Y | +54.6% | +179.6% | -125.0% | +8.7% |
| All | +59.5% | +74.2% | -14.7% | +20.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling