+243.1%
SCHD vs PLD
+237.0%
+6.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.0% | +1.1% | -0.1% |
| 7D | -2.6% | -0.7% | -1.9% | -2.4% |
| 30D | -0.3% | -2.2% | +1.9% | +0.6% |
| 3M | +6.1% | -7.4% | +13.5% | +9.0% |
| 6M | +11.7% | +1.9% | +9.8% | +10.4% |
| YTD | +26.3% | +7.9% | +18.4% | +21.8% |
| 1Y | +28.8% | +25.1% | +3.7% | +16.8% |
| 3Y | +55.0% | +21.9% | +33.2% | +38.9% |
| 5Y | +60.0% | +16.3% | +43.7% | +42.3% |
| 10Y | +243.1% | +249.9% | -6.7% | +100.9% |
| All | +243.1% | +237.0% | +6.1% | +100.9% |
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