+162.9%
SCHD vs PDD
+196.6%
-33.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.4% | +0.5% | -0.9% |
| 7D | -2.6% | -4.4% | +1.8% | -2.4% |
| 30D | -0.3% | -15.5% | +15.2% | +0.5% |
| 3M | +6.1% | -4.1% | +10.1% | +6.2% |
| 6M | +11.7% | -23.4% | +35.1% | +12.9% |
| YTD | +26.3% | -30.7% | +57.0% | +28.2% |
| 1Y | +28.8% | -37.6% | +66.4% | +31.3% |
| 3Y | +55.0% | -17.5% | +72.6% | +54.2% |
| 5Y | +60.0% | -24.6% | +84.6% | +55.8% |
| All | +162.9% | +196.6% | -33.7% | +124.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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