+11,477.5%
AMD vs SCHW
+53,020.6%
-41,543.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -1.0% | +5.7% | +5.1% |
| 7D | +2.6% | -0.8% | +3.4% | +2.9% |
| 30D | -0.9% | +1.5% | -2.4% | -1.6% |
| 3M | -8.7% | +24.6% | -33.3% | -17.4% |
| 6M | +136.3% | +14.5% | +121.8% | +119.2% |
| YTD | +123.0% | +10.5% | +112.5% | +109.6% |
| 1Y | +195.2% | +13.4% | +181.8% | +174.5% |
| 3Y | +336.3% | +88.3% | +248.1% | +226.1% |
| 5Y | +334.5% | +62.1% | +272.4% | +236.9% |
| 10Y | +6,259.1% | +297.3% | +5,961.9% | +3,092.6% |
| All | +11,477.5% | +53,020.6% | -41,543.1% | +1,106.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling