+553.6%
SCHD vs PTEN
-8.6%
+562.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.4% |
| 7D | -2.0% | +3.5% | -5.4% | -2.4% |
| 30D | -0.4% | +17.5% | -17.9% | -2.7% |
| 3M | +5.7% | +12.7% | -7.0% | +3.4% |
| 6M | +11.9% | +33.1% | -21.2% | +6.4% |
| YTD | +26.4% | +116.4% | -90.0% | +12.2% |
| 1Y | +27.6% | +141.2% | -113.6% | +11.1% |
| 3Y | +54.9% | -3.8% | +58.7% | +48.5% |
| 5Y | +60.9% | +92.7% | -31.8% | +34.6% |
| 10Y | +243.4% | -17.1% | +260.5% | +171.1% |
| All | +553.6% | -8.6% | +562.2% | +370.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling