+4,012.3%
AMAT vs SCHD
+591.3%
+3,421.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.5% | 0.0% | -0.2% |
| 7D | -2.5% | +0.8% | -3.2% | -3.2% |
| 30D | -26.5% | +8.4% | -35.0% | -34.6% |
| 3M | -28.6% | +5.6% | -34.2% | -34.5% |
| 6M | -14.2% | +15.1% | -29.4% | -31.4% |
| YTD | +45.5% | +33.8% | +11.6% | -6.4% |
| 1Y | +59.3% | +38.5% | +20.8% | -2.6% |
| 3Y | +153.1% | +72.7% | +80.4% | +11.3% |
| 5Y | +158.2% | +63.1% | +95.1% | +28.2% |
| 10Y | +1,370.8% | +255.9% | +1,114.9% | +155.5% |
| All | +4,012.3% | +591.3% | +3,421.0% | +173.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling