+56.5%
SCHD vs PDD
-16.7%
+73.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.0% | +1.9% | -1.0% |
| 7D | -1.1% | -4.1% | +3.0% | -1.0% |
| 30D | +1.5% | -13.1% | +14.6% | +2.1% |
| 3M | +7.4% | -3.5% | +10.9% | +7.5% |
| 6M | +12.4% | -21.8% | +34.1% | +13.5% |
| YTD | +27.5% | -29.7% | +57.2% | +29.3% |
| 1Y | +30.0% | -36.2% | +66.2% | +32.4% |
| 3Y | +56.5% | -16.4% | +72.8% | +51.8% |
| All | +56.5% | -16.7% | +73.2% | +51.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling