+258.1%
SCHD vs PLD
+269.0%
-10.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.6% |
| 7D | -0.5% | -1.0% | +0.5% | -0.1% |
| 30D | +8.3% | -1.8% | +10.1% | +9.0% |
| 3M | +5.9% | -6.0% | +12.0% | +8.4% |
| 6M | +15.3% | -8.4% | +23.6% | +18.8% |
| YTD | +34.5% | +4.2% | +30.3% | +31.3% |
| 1Y | +37.2% | +6.2% | +31.0% | +32.9% |
| 3Y | +73.6% | +37.0% | +36.6% | +47.9% |
| 5Y | +63.7% | +1.2% | +62.5% | +54.4% |
| 10Y | +258.1% | +272.2% | -14.1% | +106.5% |
| All | +258.1% | +269.0% | -10.9% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 10y: compounded portfolio wealth divided by compounded PLD 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…
10y analysis · Full analysis span regression · 6 months rolling