+559.1%
SCHD vs PAAS
+147.0%
+412.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.5% | -1.1% |
| 7D | -1.1% | +2.0% | -3.1% | -1.3% |
| 30D | +1.5% | -0.1% | +1.6% | +1.4% |
| 3M | +7.4% | +8.2% | -0.8% | +6.7% |
| 6M | +12.4% | -13.8% | +26.2% | +12.9% |
| YTD | +27.5% | -0.6% | +28.2% | +26.5% |
| 1Y | +30.0% | +44.0% | -14.0% | +25.5% |
| 3Y | +56.5% | +246.6% | -190.1% | +40.4% |
| 5Y | +60.7% | +116.1% | -55.4% | +46.7% |
| 10Y | +237.8% | +202.7% | +35.0% | +194.1% |
| All | +559.1% | +147.0% | +412.1% | +500.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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