+280.6%
SCHD vs TEAM
+740.1%
-459.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TEAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.9% | +5.8% | -0.6% |
| 7D | -1.1% | -5.7% | +4.5% | -0.7% |
| 30D | +1.5% | +18.3% | -16.8% | +0.1% |
| 3M | +7.4% | +80.2% | -72.8% | +2.0% |
| 6M | +12.4% | +111.0% | -98.6% | +4.5% |
| YTD | +27.5% | +8.8% | +18.7% | +25.0% |
| 1Y | +30.0% | +2.2% | +27.9% | +28.0% |
| 3Y | +56.5% | -14.6% | +71.1% | +53.4% |
| 5Y | +60.7% | -53.8% | +114.5% | +60.1% |
| 10Y | +237.8% | +475.2% | -237.5% | +167.2% |
| All | +280.6% | +740.1% | -459.5% | +196.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling