+597.4%
SCHD vs PWR
+3,017.0%
-2,419.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.7% |
| 7D | +2.7% | +11.3% | -8.6% | +0.2% |
| 30D | +7.1% | -8.9% | +16.0% | +8.5% |
| 3M | +5.7% | -10.5% | +16.2% | +7.0% |
| 6M | +15.6% | -22.2% | +37.8% | +19.9% |
| YTD | +34.9% | +42.7% | -7.8% | +18.7% |
| 1Y | +37.4% | +41.1% | -3.8% | +20.9% |
| 3Y | +74.5% | +242.7% | -168.2% | +15.0% |
| 5Y | +63.7% | +418.5% | -354.9% | -7.1% |
| 10Y | +259.1% | +1,855.0% | -1,595.9% | +32.1% |
| All | +597.4% | +3,017.0% | -2,419.6% | +116.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling