+551.1%
SCHD vs PNC
+629.2%
-78.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.2% | -0.7% |
| 7D | -3.1% | -0.9% | -2.2% | -2.7% |
| 30D | -0.8% | -4.4% | +3.6% | +1.0% |
| 3M | +6.2% | +5.3% | +0.9% | +3.7% |
| 6M | +11.8% | +19.6% | -7.8% | +3.3% |
| YTD | +26.0% | +19.1% | +6.8% | +16.1% |
| 1Y | +28.1% | +24.3% | +3.8% | +15.8% |
| 3Y | +54.6% | +132.2% | -77.6% | +5.1% |
| 5Y | +60.3% | +52.3% | +8.0% | +27.6% |
| 10Y | +242.1% | +274.8% | -32.7% | +74.5% |
| All | +551.1% | +629.2% | -78.1% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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