-1.6%
PFE vs SCHD
+57.0%
-58.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.3% |
| 7D | -2.7% | -1.1% | -1.5% | -1.6% |
| 30D | +3.8% | +1.5% | +2.3% | +2.5% |
| 3M | +10.4% | +7.4% | +3.0% | +3.6% |
| 6M | +6.3% | +12.4% | -6.1% | -4.4% |
| YTD | +17.4% | +27.5% | -10.1% | -6.0% |
| 1Y | +21.1% | +30.0% | -8.9% | -4.5% |
| 3Y | -1.6% | +56.5% | -58.1% | -31.7% |
| All | -1.6% | +57.0% | -58.6% | -31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling