+531.1%
PLTR vs SCHD
+58.9%
+472.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.9% | -1.7% |
| 7D | -9.1% | -3.1% | -6.0% | -4.8% |
| 30D | -5.2% | -0.8% | -4.4% | -4.1% |
| 3M | +27.4% | +6.2% | +21.2% | +16.7% |
| 6M | +9.7% | +11.8% | -2.1% | -7.5% |
| YTD | -6.7% | +26.0% | -32.6% | -35.1% |
| 1Y | -0.5% | +28.1% | -28.7% | -33.0% |
| 3Y | +996.2% | +54.6% | +941.6% | +428.1% |
| 5Y | +531.1% | +60.3% | +470.8% | +208.2% |
| All | +531.1% | +58.9% | +472.2% | +208.2% |
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