+68.3%
SCHD vs PATH
-24.4%
+92.7%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PATH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -1.7% | -5.3% | +3.6% | -1.4% |
| 30D | +7.7% | -0.5% | +8.3% | +7.7% |
| 3M | +5.2% | -7.1% | +12.3% | +5.3% |
| 6M | +12.9% | +23.8% | -10.9% | +11.0% |
| YTD | +31.4% | -20.7% | +52.1% | +32.3% |
| 1Y | +37.3% | -8.1% | +45.3% | +36.3% |
| 3Y | +68.3% | -21.8% | +90.1% | +64.0% |
| All | +68.3% | -24.4% | +92.7% | +64.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling