+60.3%
SCHD vs TEAM
-52.7%
+113.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.4% |
| 7D | -3.1% | -7.8% | +4.7% | -2.6% |
| 30D | -0.8% | +16.5% | -17.4% | -1.9% |
| 3M | +6.2% | +96.2% | -90.0% | +0.9% |
| 6M | +11.8% | +130.2% | -118.4% | +4.3% |
| YTD | +26.0% | +10.7% | +15.2% | +24.4% |
| 1Y | +28.1% | +3.0% | +25.1% | +27.2% |
| 3Y | +54.6% | -13.1% | +67.7% | +52.6% |
| 5Y | +60.3% | -52.7% | +113.1% | +59.6% |
| All | +60.3% | -52.7% | +113.0% | +59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling