+63.6%
SCHD vs PDD
-16.7%
+80.2%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.9% | -1.3% | +0.4% |
| 7D | +2.7% | -4.9% | +7.6% | +2.9% |
| 30D | +7.1% | -3.0% | +10.2% | +7.3% |
| 3M | +5.7% | -6.2% | +11.9% | +6.0% |
| 6M | +15.6% | -20.7% | +36.3% | +16.6% |
| YTD | +34.9% | -30.4% | +65.3% | +36.8% |
| 1Y | +37.4% | -41.3% | +78.6% | +40.3% |
| 3Y | +74.5% | -27.7% | +102.2% | +74.6% |
| All | +63.6% | -16.7% | +80.2% | +64.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling