+595.5%
SCHD vs PAAS
+90.5%
+505.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.4% | +1.9% | +0.6% |
| 7D | -0.5% | -5.2% | +4.7% | -0.2% |
| 30D | +8.3% | -13.9% | +22.2% | +9.2% |
| 3M | +5.9% | -23.8% | +29.7% | +7.5% |
| 6M | +15.3% | -36.4% | +51.7% | +18.0% |
| YTD | +34.5% | -23.4% | +57.9% | +35.5% |
| 1Y | +37.2% | +5.6% | +31.5% | +35.1% |
| 3Y | +73.6% | +209.7% | -136.1% | +56.7% |
| 5Y | +63.7% | +55.6% | +8.1% | +52.4% |
| 10Y | +258.1% | +212.2% | +45.8% | +211.9% |
| All | +595.5% | +90.5% | +505.0% | +542.7% |
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