+215.7%
AMD vs SCHG
+11.9%
+203.7%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -2.9% | -2.4% |
| 7D | +10.4% | -2.7% | +13.1% | +17.2% |
| 30D | +6.2% | -2.2% | +8.4% | +11.0% |
| 3M | +11.3% | +6.2% | +5.2% | -3.5% |
| 6M | +147.8% | +13.4% | +134.4% | +94.2% |
| YTD | +135.2% | +7.1% | +128.0% | +110.2% |
| 1Y | +215.7% | +12.5% | +203.1% | +148.6% |
| All | +215.7% | +11.9% | +203.7% | +148.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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