+566.6%
SCHD vs PLD
+717.7%
-151.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.5% |
| 7D | -0.3% | -2.4% | +2.1% | +0.6% |
| 30D | +3.4% | -2.4% | +5.9% | +4.4% |
| 3M | +7.6% | -3.8% | +11.4% | +9.0% |
| 6M | +12.2% | 0.0% | +12.1% | +11.6% |
| YTD | +29.0% | +9.2% | +19.7% | +23.8% |
| 1Y | +30.3% | +25.9% | +4.4% | +18.1% |
| 3Y | +56.1% | +21.3% | +34.8% | +40.5% |
| 5Y | +60.4% | +14.1% | +46.3% | +44.3% |
| 10Y | +241.3% | +237.9% | +3.4% | +92.1% |
| All | +566.6% | +717.7% | -151.1% | +161.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling