+348.0%
AMD vs SCHD
+59.1%
+289.0%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +5.4% |
| 7D | +2.6% | -0.3% | +2.9% | +2.8% |
| 30D | -0.9% | +3.4% | -4.4% | -4.2% |
| 3M | -8.7% | +7.6% | -16.4% | -15.7% |
| 6M | +136.3% | +12.2% | +124.2% | +108.7% |
| YTD | +123.0% | +29.0% | +94.0% | +67.1% |
| 1Y | +195.2% | +30.3% | +164.9% | +117.7% |
| All | +348.0% | +59.1% | +289.0% | +172.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling