+559.1%
SCHD vs PWR
+3,208.3%
-2,649.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.5% | -1.7% |
| 7D | -1.1% | +4.5% | -5.7% | -2.2% |
| 30D | +1.5% | -4.9% | +6.4% | +2.5% |
| 3M | +7.4% | -7.9% | +15.3% | +8.3% |
| 6M | +12.4% | +18.3% | -6.0% | +5.5% |
| YTD | +27.5% | +51.5% | -24.0% | +11.9% |
| 1Y | +30.0% | +70.3% | -40.3% | +10.0% |
| 3Y | +56.5% | +210.6% | -154.1% | +7.4% |
| 5Y | +60.7% | +456.7% | -396.0% | -9.4% |
| 10Y | +237.8% | +2,396.1% | -2,158.3% | +19.3% |
| All | +559.1% | +3,208.3% | -2,649.1% | +103.9% |
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