+195.2%
AMD vs SCHD
+30.7%
+164.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +4.3% |
| 7D | +2.6% | -0.3% | +2.9% | +2.4% |
| 30D | -0.9% | +3.4% | -4.4% | +0.5% |
| 3M | -8.7% | +7.6% | -16.4% | -6.2% |
| 6M | +136.3% | +12.2% | +124.2% | +141.5% |
| YTD | +123.0% | +29.0% | +94.0% | +133.9% |
| 1Y | +195.2% | +30.3% | +164.9% | +203.6% |
| All | +195.2% | +30.7% | +164.5% | +203.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling