+187.9%
SCHW vs PLD
+268.4%
-80.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +2.0% | +1.3% | +0.6% | +1.4% |
| 30D | -3.6% | -1.4% | -2.2% | -3.1% |
| 3M | -15.0% | -8.2% | -6.8% | -12.1% |
| 6M | +2.6% | -8.0% | +10.6% | +5.6% |
| YTD | -5.7% | +3.2% | -8.8% | -8.0% |
| 1Y | -0.9% | +7.0% | -7.9% | -4.9% |
| 3Y | +79.4% | +38.3% | +41.1% | +50.0% |
| 5Y | +21.2% | +0.2% | +21.0% | +14.4% |
| All | +187.9% | +268.4% | -80.5% | +77.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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