+60.3%
SCHD vs PINS
-66.2%
+126.5%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.7% | -3.0% | -0.5% |
| 7D | -3.1% | -9.9% | +6.8% | -2.3% |
| 30D | -0.8% | -20.9% | +20.1% | +1.0% |
| 3M | +6.2% | -13.7% | +19.9% | +7.2% |
| 6M | +11.8% | -3.0% | +14.9% | +11.5% |
| YTD | +26.0% | -27.5% | +53.4% | +28.5% |
| 1Y | +28.1% | -46.8% | +74.9% | +33.9% |
| 3Y | +54.6% | -31.8% | +86.4% | +54.4% |
| 5Y | +60.3% | -65.4% | +125.7% | +59.0% |
| All | +60.3% | -66.2% | +126.5% | +59.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling