+28.1%
SCHD vs PDD
-38.3%
+66.4%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.2% |
| 7D | -3.1% | -4.6% | +1.5% | -2.9% |
| 30D | -0.8% | -14.0% | +13.2% | -0.1% |
| 3M | +6.2% | -4.9% | +11.1% | +6.5% |
| 6M | +11.8% | -25.8% | +37.6% | +13.6% |
| YTD | +26.0% | -31.4% | +57.3% | +28.5% |
| 1Y | +28.1% | -37.6% | +65.7% | +31.5% |
| All | +28.1% | -38.3% | +66.4% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling