+54.4%
SCHD vs TMUS
+34.7%
+19.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TMUS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -3.1% | -5.8% | +2.7% | -2.2% |
| 30D | -0.8% | -0.2% | -0.6% | -0.8% |
| 3M | +6.2% | -4.0% | +10.2% | +6.6% |
| 6M | +11.8% | -18.1% | +29.9% | +15.1% |
| YTD | +26.0% | -11.3% | +37.3% | +27.6% |
| 1Y | +28.1% | -24.7% | +52.9% | +33.9% |
| All | +54.4% | +34.7% | +19.6% | +32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling