+32.4%
SCHW vs PLTD
-76.7%
+109.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.3% | -1.5% | +1.0% |
| 7D | -2.8% | +9.9% | -12.7% | -1.6% |
| 30D | -0.1% | +3.8% | -3.9% | +0.5% |
| 3M | +20.6% | -32.3% | +52.9% | +16.2% |
| 6M | +15.9% | -25.9% | +41.8% | +13.8% |
| YTD | +8.5% | -16.4% | +24.9% | +8.7% |
| 1Y | +17.8% | -25.2% | +43.0% | +16.5% |
| All | +32.4% | -76.7% | +109.1% | +10.8% |
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