+214.0%
AMAT vs SCHD
+59.1%
+155.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.8% | +5.1% | +5.0% |
| 7D | -1.5% | -0.3% | -1.2% | -1.3% |
| 30D | -14.8% | +3.4% | -18.2% | -17.5% |
| 3M | -9.3% | +7.6% | -16.9% | -16.1% |
| 6M | +27.4% | +12.2% | +15.2% | +12.7% |
| YTD | +77.6% | +29.0% | +48.6% | +34.6% |
| 1Y | +188.9% | +30.3% | +158.7% | +116.2% |
| All | +214.0% | +59.1% | +155.0% | +92.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling