+28.1%
SCHD vs PLUG
+46.5%
-18.4%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.8% | +2.5% | -0.3% |
| 7D | -3.1% | 0.0% | -3.1% | -3.1% |
| 30D | -0.8% | -5.0% | +4.1% | -0.8% |
| 3M | +6.2% | -26.2% | +32.4% | +6.6% |
| 6M | +11.8% | -0.5% | +12.3% | +11.4% |
| YTD | +26.0% | +7.1% | +18.9% | +25.0% |
| 1Y | +28.1% | +46.5% | -18.4% | +26.6% |
| All | +28.1% | +46.5% | -18.4% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLUG.
Daily Out/Under-Performance
Portfolio return minus PLUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLUG 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 1y: compounded portfolio wealth divided by compounded PLUG 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…
1y analysis · Full analysis span regression · 6 months rolling