+59.6%
TXN vs SCHD
+59.9%
-0.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.4% | +3.4% | +3.3% |
| 7D | +4.0% | -2.0% | +5.9% | +6.6% |
| 30D | -2.9% | -0.4% | -2.4% | -2.6% |
| 3M | -9.1% | +5.7% | -14.8% | -16.4% |
| 6M | +36.6% | +11.9% | +24.8% | +17.1% |
| YTD | +57.5% | +26.4% | +31.0% | +14.5% |
| 1Y | +49.5% | +27.6% | +21.9% | +7.4% |
| 3Y | +76.5% | +54.9% | +21.6% | +0.3% |
| All | +59.6% | +59.9% | -0.3% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 5y: compounded portfolio wealth divided by compounded SCHD 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…
5y analysis · Full analysis span regression · 6 months rolling