+27.7%
SCHD vs PLTD
-77.2%
+104.9%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | -2.6% | -0.9% | -1.7% | -2.6% |
| 30D | -0.3% | +1.3% | -1.6% | -0.2% |
| 3M | +6.1% | -32.9% | +39.0% | +4.8% |
| 6M | +11.7% | -24.9% | +36.6% | +11.1% |
| YTD | +26.3% | -18.2% | +44.6% | +26.5% |
| 1Y | +28.8% | -28.7% | +57.5% | +27.9% |
| All | +27.7% | -77.2% | +104.9% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 3y: compounded portfolio wealth divided by compounded PLTD 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…
3y analysis · Full analysis span regression · 6 months rolling