-23.8%
PFE vs SCHD
+63.2%
-87.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | -0.2% |
| 7D | -1.7% | +2.7% | -4.4% | -3.8% |
| 30D | +0.3% | +7.1% | -6.8% | -5.0% |
| 3M | +9.4% | +5.7% | +3.6% | +4.6% |
| 6M | +14.9% | +15.6% | -0.7% | +2.3% |
| YTD | +23.8% | +34.9% | -11.1% | -2.7% |
| 1Y | +19.5% | +37.4% | -17.8% | -7.3% |
| 3Y | +21.0% | +74.5% | -53.5% | -20.4% |
| All | -23.8% | +63.2% | -87.0% | -48.7% |
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