+295.2%
SCHW vs PLD
+247.3%
+47.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.7% | +1.1% |
| 7D | -2.8% | -2.8% | +0.1% | -1.7% |
| 30D | -0.1% | -3.6% | +3.6% | +1.4% |
| 3M | +20.6% | -7.1% | +27.7% | +23.7% |
| 6M | +15.9% | +0.2% | +15.7% | +15.0% |
| YTD | +8.5% | +6.9% | +1.6% | +4.4% |
| 1Y | +17.8% | +25.0% | -7.2% | +6.1% |
| 3Y | +88.5% | +20.8% | +67.8% | +68.2% |
| 5Y | +60.6% | +16.2% | +44.5% | +42.6% |
| All | +295.2% | +247.3% | +47.9% | +146.9% |
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