+8,732.2%
AMD vs SCHD
+236.6%
+8,495.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.9% | +4.0% | +4.2% |
| 7D | +14.0% | -2.6% | +16.6% | +17.6% |
| 30D | +11.0% | -0.3% | +11.3% | +10.9% |
| 3M | +9.6% | +6.1% | +3.5% | +0.1% |
| 6M | +157.1% | +11.7% | +145.4% | +120.0% |
| YTD | +143.3% | +26.3% | +117.0% | +76.4% |
| 1Y | +234.4% | +28.8% | +205.7% | +135.2% |
| 3Y | +391.2% | +55.0% | +336.1% | +170.6% |
| 5Y | +390.9% | +60.0% | +330.9% | +172.7% |
| 10Y | +8,732.2% | +243.1% | +8,489.1% | +1,485.6% |
| All | +8,732.2% | +236.6% | +8,495.6% | +1,485.6% |
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 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