+11,248.2%
AMD vs SCHD
+591.3%
+10,657.0%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | +1.9% | +12.9% | +12.2% |
| 7D | +6.5% | +0.8% | +5.7% | +6.1% |
| 30D | -15.3% | +8.4% | -23.7% | -24.2% |
| 3M | +9.7% | +5.6% | +4.1% | +1.1% |
| 6M | +13.2% | +15.1% | -1.9% | -8.5% |
| YTD | +140.6% | +33.8% | +106.7% | +56.6% |
| 1Y | +111.2% | +38.5% | +72.6% | +30.4% |
| 3Y | +334.4% | +72.7% | +261.7% | +95.2% |
| 5Y | +268.3% | +63.1% | +205.3% | +88.4% |
| 10Y | +8,077.9% | +255.9% | +7,822.0% | +1,128.4% |
| All | +11,248.2% | +591.3% | +10,657.0% | +306.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling