+257.7%
SCHD vs PLD
+268.0%
-10.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.2% |
| 7D | +1.4% | 0.0% | +1.4% | +1.4% |
| 30D | +7.7% | -3.7% | +11.4% | +9.2% |
| 3M | +5.7% | -7.9% | +13.6% | +9.0% |
| 6M | +14.9% | -9.2% | +24.2% | +18.9% |
| YTD | +34.2% | +3.1% | +31.2% | +31.6% |
| 1Y | +36.8% | +6.2% | +30.6% | +32.5% |
| 3Y | +73.2% | +35.4% | +37.8% | +48.2% |
| 5Y | +62.8% | +0.1% | +62.7% | +54.2% |
| All | +257.7% | +268.0% | -10.4% | +105.8% |
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