+54.4%
SCHD vs TRMB
+10.8%
+43.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | -3.1% | -5.4% | +2.3% | -2.0% |
| 30D | -0.8% | -2.0% | +1.1% | -0.5% |
| 3M | +6.2% | +12.3% | -6.1% | +3.4% |
| 6M | +11.8% | -17.6% | +29.4% | +16.0% |
| YTD | +26.0% | -27.5% | +53.4% | +34.3% |
| 1Y | +28.1% | -29.1% | +57.2% | +37.0% |
| All | +54.4% | +10.8% | +43.5% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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