+553.0%
SCHD vs PODD
+780.7%
-227.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.1% | -0.6% |
| 7D | -2.6% | -6.9% | +4.3% | -1.8% |
| 30D | -0.3% | -3.5% | +3.2% | +0.1% |
| 3M | +6.1% | -13.6% | +19.7% | +7.4% |
| 6M | +11.7% | -42.6% | +54.3% | +18.3% |
| YTD | +26.3% | -51.5% | +77.8% | +36.4% |
| 1Y | +28.8% | -60.9% | +89.7% | +42.4% |
| 3Y | +55.0% | -19.8% | +74.8% | +54.0% |
| 5Y | +60.0% | -54.4% | +114.4% | +67.0% |
| 10Y | +243.1% | +236.1% | +7.1% | +173.7% |
| All | +553.0% | +780.7% | -227.7% | +323.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling