+41.8%
SCHD vs PYPL
-9.5%
+51.2%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PYPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +3.4% | -1.6% | +1.7% |
| 7D | +3.2% | +6.5% | -3.3% | +2.9% |
| 30D | +10.7% | +10.6% | 0.0% | +10.2% |
| 3M | +7.8% | +3.1% | +4.7% | +7.5% |
| 6M | +16.7% | +20.2% | -3.4% | +15.6% |
| YTD | +35.3% | +4.0% | +31.2% | +36.4% |
| 1Y | +41.8% | -7.9% | +49.6% | +46.0% |
| All | +41.8% | -9.5% | +51.2% | +46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PYPL.
Daily Out/Under-Performance
Portfolio return minus PYPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PYPL 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 1y: compounded portfolio wealth divided by compounded PYPL 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…
1y analysis · Full analysis span regression · 6 months rolling