+13.4%
SCHW vs PDD
-33.4%
+46.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.7% | -1.7% | -1.1% |
| 7D | -0.8% | -4.1% | +3.3% | 0.0% |
| 30D | +1.5% | -9.6% | +11.1% | +3.3% |
| 3M | +24.6% | -4.3% | +28.8% | +24.8% |
| 6M | +14.5% | -18.8% | +33.3% | +17.5% |
| YTD | +10.5% | -27.5% | +38.0% | +14.7% |
| 1Y | +13.4% | -33.6% | +47.0% | +19.8% |
| All | +13.4% | -33.4% | +46.8% | +19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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