+60.3%
SCHD vs PODD
-55.6%
+115.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +2.1% | 0.0% |
| 7D | -3.1% | -10.6% | +7.5% | -1.9% |
| 30D | -0.8% | -6.9% | +6.1% | -0.1% |
| 3M | +6.2% | -10.6% | +16.8% | +7.1% |
| 6M | +11.8% | -43.5% | +55.3% | +18.5% |
| YTD | +26.0% | -52.6% | +78.6% | +36.2% |
| 1Y | +28.1% | -60.1% | +88.2% | +41.3% |
| 3Y | +54.6% | -21.7% | +76.2% | +53.2% |
| 5Y | +60.3% | -54.6% | +114.9% | +67.2% |
| All | +60.3% | -55.6% | +115.9% | +67.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 5y: compounded portfolio wealth divided by compounded PODD 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…
5y analysis · Full analysis span regression · 6 months rolling