+28.9%
SCHD vs PLTD
-77.3%
+106.2%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.4% | -1.0% |
| 7D | -1.1% | +4.5% | -5.7% | -0.9% |
| 30D | +1.5% | -0.7% | +2.3% | +1.5% |
| 3M | +7.4% | -31.0% | +38.5% | +6.2% |
| 6M | +12.4% | -24.8% | +37.2% | +11.8% |
| YTD | +27.5% | -18.6% | +46.1% | +27.7% |
| 1Y | +30.0% | -31.8% | +61.8% | +28.8% |
| All | +28.9% | -77.3% | +106.2% | +18.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling