+47.2%
SCHD vs TPG
+74.1%
-26.9%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.1% |
| 7D | -2.0% | -9.4% | +7.5% | -0.1% |
| 30D | -0.4% | -5.3% | +4.8% | +0.5% |
| 3M | +5.7% | +12.9% | -7.2% | +2.8% |
| 6M | +11.9% | +20.1% | -8.2% | +7.0% |
| YTD | +26.4% | -22.5% | +48.9% | +32.0% |
| 1Y | +27.6% | -19.7% | +47.3% | +31.7% |
| 3Y | +54.9% | +81.2% | -26.3% | +28.5% |
| All | +47.2% | +74.1% | -26.9% | +16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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