+14,089.1%
AMD vs SCHW
+44,480.6%
-30,391.5%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +7.0% | +6.3% |
| 7D | +44.7% | -0.9% | +45.7% | +45.2% |
| 30D | -3.3% | -4.4% | +1.1% | -1.6% |
| 3M | +21.2% | -15.9% | +37.1% | +29.5% |
| 6M | +30.6% | +2.0% | +28.6% | +27.4% |
| YTD | +173.3% | -7.3% | +180.6% | +175.0% |
| 1Y | +126.1% | -4.9% | +131.0% | +125.4% |
| 3Y | +393.5% | +74.9% | +318.7% | +279.7% |
| 5Y | +295.8% | +19.2% | +276.6% | +247.8% |
| 10Y | +8,648.9% | +188.3% | +8,460.5% | +4,906.6% |
| All | +14,089.1% | +44,480.6% | -30,391.5% | +1,483.4% |
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