-21.4%
PFE vs SCHD
+59.4%
-80.7%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.7% |
| 7D | -4.3% | -2.6% | -1.6% | -2.2% |
| 30D | +2.7% | -0.3% | +3.0% | +3.0% |
| 3M | +10.0% | +6.1% | +3.9% | +5.0% |
| 6M | +7.2% | +11.7% | -4.5% | -2.0% |
| YTD | +17.3% | +26.3% | -9.0% | -2.8% |
| 1Y | +20.3% | +28.8% | -8.4% | -1.7% |
| 3Y | -1.6% | +55.0% | -56.7% | -29.5% |
| 5Y | -21.4% | +60.0% | -81.4% | -44.6% |
| All | -21.4% | +59.4% | -80.7% | -44.6% |
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