+1,692.6%
PLTR vs SCHD
+129.3%
+1,563.3%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.0% |
| 7D | -5.3% | -1.1% | -4.2% | -4.0% |
| 30D | -1.0% | +1.5% | -2.5% | -2.7% |
| 3M | +24.8% | +7.4% | +17.4% | +14.7% |
| 6M | +8.4% | +12.4% | -4.0% | -6.0% |
| YTD | -4.2% | +27.5% | -31.7% | -29.4% |
| 1Y | +9.1% | +30.0% | -20.9% | -21.8% |
| 3Y | +1,025.6% | +56.5% | +969.1% | +538.9% |
| 5Y | +565.8% | +60.7% | +505.1% | +290.0% |
| All | +1,692.6% | +129.3% | +1,563.3% | +910.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling