+1,658.4%
SCHW vs PLD
+1,708.5%
-50.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.6% |
| 7D | -0.8% | -2.4% | +1.6% | +0.3% |
| 30D | +1.5% | -2.4% | +3.9% | +2.6% |
| 3M | +24.6% | -3.8% | +28.3% | +26.3% |
| 6M | +14.5% | 0.0% | +14.5% | +13.6% |
| YTD | +10.5% | +9.2% | +1.2% | +4.7% |
| 1Y | +13.4% | +25.9% | -12.5% | +0.1% |
| 3Y | +88.3% | +21.3% | +67.0% | +64.9% |
| 5Y | +62.1% | +14.1% | +48.0% | +42.4% |
| 10Y | +297.3% | +237.9% | +59.4% | +95.4% |
| All | +1,658.4% | +1,708.5% | -50.1% | +173.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling