+54.8%
SCHD vs PWR
+203.1%
-148.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.8% |
| 7D | -2.6% | +2.7% | -5.3% | -2.8% |
| 30D | -0.3% | -5.1% | +4.8% | 0.0% |
| 3M | +6.1% | -9.4% | +15.5% | +6.7% |
| 6M | +11.7% | +10.4% | +1.3% | +9.8% |
| YTD | +26.3% | +48.6% | -22.3% | +20.0% |
| 1Y | +28.8% | +68.0% | -39.3% | +20.2% |
| All | +54.8% | +203.1% | -148.2% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 3y: compounded portfolio wealth divided by compounded PWR 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…
3y analysis · Full analysis span regression · 6 months rolling