+1,707.5%
AMAT vs SCHD
+236.6%
+1,470.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.1% | +0.5% |
| 7D | +6.9% | -2.6% | +9.6% | +10.8% |
| 30D | -10.1% | -0.3% | -9.8% | -10.2% |
| 3M | -6.0% | +6.1% | -12.1% | -15.2% |
| 6M | +38.6% | +11.7% | +26.9% | +16.1% |
| YTD | +83.1% | +26.3% | +56.8% | +27.9% |
| 1Y | +188.3% | +28.8% | +159.6% | +95.5% |
| 3Y | +225.3% | +55.0% | +170.3% | +66.0% |
| 5Y | +262.0% | +60.0% | +201.9% | +83.3% |
| 10Y | +1,707.5% | +243.1% | +1,464.3% | +202.3% |
| All | +1,707.5% | +236.6% | +1,470.9% | +202.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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