+28.7%
SCHD vs PLTU
+142.1%
-113.5%
-14.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.7% | +3.6% | -1.0% |
| 7D | -1.1% | -11.6% | +10.4% | -0.9% |
| 30D | +1.5% | -4.6% | +6.1% | +1.5% |
| 3M | +7.4% | +33.7% | -26.3% | +6.2% |
| 6M | +12.4% | -9.4% | +21.8% | +11.7% |
| YTD | +27.5% | -34.7% | +62.2% | +27.6% |
| 1Y | +30.0% | -23.2% | +53.2% | +28.5% |
| All | +28.7% | +142.1% | -113.5% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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