+10,419.2%
AMD vs SCHD
+566.1%
+9,853.1%
-80.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.8% | +5.5% | +5.8% |
| 7D | +2.6% | -0.3% | +2.9% | +2.9% |
| 30D | -0.9% | +3.4% | -4.4% | -5.7% |
| 3M | -8.7% | +7.6% | -16.4% | -18.6% |
| 6M | +136.3% | +12.2% | +124.2% | +99.0% |
| YTD | +123.0% | +29.0% | +94.0% | +53.4% |
| 1Y | +195.2% | +30.3% | +164.9% | +99.0% |
| 3Y | +336.3% | +56.1% | +280.2% | +127.0% |
| 5Y | +334.5% | +60.4% | +274.0% | +128.1% |
| 10Y | +6,259.1% | +241.3% | +6,017.9% | +921.8% |
| All | +10,419.2% | +566.1% | +9,853.1% | +298.4% |
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