+60.0%
SCHD vs PWR
+448.6%
-388.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.7% |
| 7D | -2.6% | +2.7% | -5.3% | -3.0% |
| 30D | -0.3% | -5.1% | +4.8% | +0.3% |
| 3M | +6.1% | -9.4% | +15.5% | +7.0% |
| 6M | +11.7% | +10.4% | +1.3% | +8.6% |
| YTD | +26.3% | +48.6% | -22.3% | +16.3% |
| 1Y | +28.8% | +68.0% | -39.3% | +15.4% |
| 3Y | +55.0% | +204.7% | -149.7% | +17.6% |
| 5Y | +60.0% | +451.9% | -391.9% | +3.7% |
| All | +60.0% | +448.6% | -388.6% | +3.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling