+9,790.7%
AMD vs SCHD
+578.5%
+9,212.2%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.7% | +11.7% | +12.0% |
| 7D | -11.0% | -1.7% | -9.3% | -8.7% |
| 30D | -30.5% | +7.7% | -38.2% | -37.5% |
| 3M | -8.2% | +5.2% | -13.4% | -15.3% |
| 6M | +6.6% | +12.9% | -6.3% | -11.7% |
| YTD | +109.7% | +31.4% | +78.3% | +39.5% |
| 1Y | +88.9% | +37.3% | +51.6% | +17.7% |
| 3Y | +301.8% | +68.3% | +233.5% | +86.5% |
| 5Y | +229.4% | +59.9% | +169.5% | +72.5% |
| 10Y | +6,745.1% | +260.8% | +6,484.3% | +893.3% |
| All | +9,790.7% | +578.5% | +9,212.2% | +262.4% |
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