+12,846.9%
AMD vs SCHW
+45,251.3%
-32,404.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.7% | -10.5% | -9.5% |
| 7D | +18.9% | +2.0% | +16.9% | +17.9% |
| 30D | -6.4% | -3.6% | -2.8% | -5.1% |
| 3M | +10.6% | -15.0% | +25.5% | +17.5% |
| 6M | +19.9% | +2.6% | +17.2% | +16.6% |
| YTD | +149.4% | -5.7% | +155.1% | +149.0% |
| 1Y | +115.4% | -0.9% | +116.3% | +110.8% |
| 3Y | +357.3% | +79.4% | +277.9% | +247.9% |
| 5Y | +261.1% | +21.2% | +239.9% | +214.9% |
| 10Y | +7,883.0% | +193.3% | +7,689.6% | +4,432.9% |
| All | +12,846.9% | +45,251.3% | -32,404.4% | +1,333.6% |
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