+145.9%
SCHD vs PINS
-15.2%
+161.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -1.0% |
| 7D | -1.1% | -5.2% | +4.1% | -0.6% |
| 30D | +1.5% | -14.9% | +16.5% | +3.1% |
| 3M | +7.4% | -8.4% | +15.8% | +8.1% |
| 6M | +12.4% | +0.6% | +11.7% | +11.7% |
| YTD | +27.5% | -22.2% | +49.7% | +29.5% |
| 1Y | +30.0% | -46.9% | +76.9% | +36.8% |
| 3Y | +56.5% | -26.9% | +83.4% | +55.6% |
| 5Y | +60.7% | -63.0% | +123.7% | +65.3% |
| All | +145.9% | -15.2% | +161.1% | +88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling