+41.1%
SCHD vs TEVA
+81.5%
-40.4%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | +3.2% | +4.7% | -1.5% | +2.8% |
| 30D | +10.7% | +5.5% | +5.1% | +10.2% |
| 3M | +7.8% | +21.6% | -13.7% | +6.0% |
| 6M | +16.7% | +18.4% | -1.7% | +15.0% |
| YTD | +35.3% | +34.1% | +1.2% | +30.4% |
| All | +41.1% | +81.5% | -40.4% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TEVA.
Daily Out/Under-Performance
Portfolio return minus TEVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEVA 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 TEVA 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