+23.4%
SCHG vs PLTD
-76.9%
+100.3%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +0.7% |
| 7D | -1.0% | +4.2% | -5.3% | -0.2% |
| 30D | -1.3% | +0.7% | -2.0% | -0.9% |
| 3M | +5.4% | -32.4% | +37.8% | -0.3% |
| 6M | +14.4% | -26.2% | +40.6% | +11.2% |
| YTD | +8.0% | -17.0% | +25.0% | +8.6% |
| 1Y | +12.7% | -26.7% | +39.4% | +11.2% |
| All | +23.4% | -76.9% | +100.3% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 10y: compounded portfolio wealth divided by compounded PLTD 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…
10y analysis · Full analysis span regression · 6 months rolling