+41.8%
SCHD vs PTEN
+79.8%
-38.1%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -9.4% | +11.2% | +2.1% |
| 7D | +3.2% | -15.5% | +18.7% | +3.6% |
| 30D | +10.7% | -7.8% | +18.5% | +10.7% |
| 3M | +7.8% | +6.4% | +1.4% | +7.1% |
| 6M | +16.7% | -11.9% | +28.6% | +17.2% |
| YTD | +35.3% | +79.4% | -44.1% | +22.2% |
| 1Y | +41.8% | +84.9% | -43.2% | +27.1% |
| All | +41.8% | +79.8% | -38.1% | +27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 PTEN 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