+7,765.4%
AMD vs SCHD
+258.1%
+7,507.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +0.5% | -9.3% | -9.4% |
| 7D | +18.9% | +2.7% | +16.2% | +15.3% |
| 30D | -6.4% | +7.1% | -13.6% | -14.2% |
| 3M | +10.6% | +5.7% | +4.8% | +2.4% |
| 6M | +19.9% | +15.6% | +4.3% | -1.9% |
| YTD | +149.4% | +34.9% | +114.5% | +66.3% |
| 1Y | +115.4% | +37.4% | +78.0% | +40.0% |
| 3Y | +357.3% | +74.5% | +282.8% | +116.2% |
| 5Y | +261.1% | +63.7% | +197.4% | +94.4% |
| All | +7,765.4% | +258.1% | +7,507.3% | +1,433.0% |
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