+54.9%
SCHD vs PINS
-30.9%
+85.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.1% | +0.3% |
| 7D | -2.0% | -6.6% | +4.7% | -1.6% |
| 30D | -0.4% | -16.8% | +16.4% | +0.7% |
| 3M | +5.7% | -11.4% | +17.1% | +6.3% |
| 6M | +11.9% | -1.7% | +13.6% | +11.6% |
| YTD | +26.4% | -26.4% | +52.9% | +28.7% |
| 1Y | +27.6% | -45.5% | +73.1% | +32.8% |
| 3Y | +54.9% | -31.7% | +86.7% | +54.1% |
| All | +54.9% | -30.9% | +85.8% | +54.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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