+259.6%
SCHD vs TMUS
+244.6%
+15.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.2% | +0.7% |
| 7D | +2.7% | +4.9% | -2.2% | +1.3% |
| 30D | +7.1% | +7.7% | -0.6% | +4.7% |
| 3M | +5.7% | -6.8% | +12.5% | +7.2% |
| 6M | +15.6% | -9.7% | +25.3% | +17.5% |
| YTD | +34.9% | -15.0% | +49.9% | +39.0% |
| 1Y | +37.4% | -19.1% | +56.5% | +43.6% |
| 3Y | +74.5% | +21.4% | +53.1% | +56.1% |
| 5Y | +63.7% | +51.2% | +12.5% | +34.1% |
| All | +259.6% | +244.6% | +15.0% | +133.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling