+224.6%
AMD vs SCHD
+30.1%
+194.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +7.0% | +5.3% |
| 7D | +10.0% | -1.1% | +11.2% | +9.4% |
| 30D | +4.6% | +1.5% | +3.1% | +5.3% |
| 3M | +3.1% | +7.4% | -4.3% | +5.3% |
| 6M | +162.8% | +12.4% | +150.5% | +168.5% |
| YTD | +136.2% | +27.5% | +108.6% | +148.6% |
| All | +224.6% | +30.1% | +194.4% | +240.3% |
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