+30.3%
SCHD vs TEAM
+11.3%
+19.0%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.8% |
| 7D | -0.3% | -0.4% | +0.2% | -0.3% |
| 30D | +3.4% | +67.3% | -63.8% | +3.5% |
| 3M | +7.6% | +86.8% | -79.1% | +7.6% |
| 6M | +12.2% | +146.8% | -134.7% | +13.0% |
| YTD | +29.0% | +16.9% | +12.0% | +29.5% |
| 1Y | +30.3% | +12.8% | +17.5% | +29.1% |
| All | +30.3% | +11.3% | +19.0% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TEAM.
Daily Out/Under-Performance
Portfolio return minus TEAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEAM 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 1y: compounded portfolio wealth divided by compounded TEAM 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…
1y analysis · Full analysis span regression · 6 months rolling