+264.6%
AMD vs SCHW
+20.7%
+243.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.7% | -10.5% | -9.5% |
| 7D | +18.9% | +2.0% | +16.9% | +17.8% |
| 30D | -6.4% | -3.6% | -2.8% | -5.0% |
| 3M | +10.6% | -15.0% | +25.5% | +18.1% |
| 6M | +19.9% | +2.6% | +17.2% | +15.8% |
| YTD | +149.4% | -5.7% | +155.1% | +148.6% |
| 1Y | +115.4% | -0.9% | +116.3% | +109.2% |
| 3Y | +357.3% | +79.4% | +277.9% | +223.3% |
| All | +264.6% | +20.7% | +243.9% | +219.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 5y: compounded portfolio wealth divided by compounded SCHW 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…
5y analysis · Full analysis span regression · 6 months rolling