+238.6%
SCHD vs TEAM
+514.4%
-275.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | -2.0% | -5.2% | +3.3% | -1.6% |
| 30D | -0.4% | +15.8% | -16.2% | -1.6% |
| 3M | +5.7% | +101.5% | -95.7% | -0.7% |
| 6M | +11.9% | +138.2% | -126.3% | +2.7% |
| YTD | +26.4% | +10.8% | +15.6% | +23.9% |
| 1Y | +27.6% | +1.7% | +25.9% | +25.8% |
| 3Y | +54.9% | -16.0% | +71.0% | +52.2% |
| 5Y | +60.9% | -52.7% | +113.6% | +60.6% |
| All | +238.6% | +514.4% | -275.7% | +154.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling