+30.3%
SCHD vs TMUS
-27.1%
+57.4%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.7% | -0.4% |
| 7D | -0.3% | +0.1% | -0.4% | -0.3% |
| 30D | +3.4% | +5.3% | -1.8% | +2.8% |
| 3M | +7.6% | +3.1% | +4.5% | +7.1% |
| 6M | +12.2% | -16.5% | +28.6% | +13.6% |
| YTD | +29.0% | -9.2% | +38.1% | +29.0% |
| 1Y | +30.3% | -26.5% | +56.8% | +33.1% |
| All | +30.3% | -27.1% | +57.4% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TMUS.
Daily Out/Under-Performance
Portfolio return minus TMUS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMUS 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 TMUS 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