+72.5%
SCHD vs PATH
-80.2%
+152.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.2% | +1.5% | +1.4% |
| 7D | -0.7% | -2.7% | +2.0% | -0.5% |
| 30D | +7.9% | -3.7% | +11.6% | +8.1% |
| 3M | +6.0% | -13.8% | +19.8% | +6.8% |
| 6M | +14.5% | +20.3% | -5.7% | +12.3% |
| YTD | +33.2% | -20.8% | +54.0% | +34.0% |
| 1Y | +38.1% | -9.2% | +47.3% | +37.0% |
| 3Y | +73.5% | -21.8% | +95.3% | +69.2% |
| 5Y | +62.5% | -77.4% | +139.9% | +58.1% |
| All | +72.5% | -80.2% | +152.7% | +68.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PATH.
Daily Out/Under-Performance
Portfolio return minus PATH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PATH 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 10y: compounded portfolio wealth divided by compounded PATH 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…
10y analysis · Full analysis span regression · 6 months rolling