+565.7%
AMZN vs SCHD
+244.5%
+321.2%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.6% | +1.6% |
| 7D | -0.7% | -2.0% | +1.3% | +0.9% |
| 30D | -3.9% | -0.4% | -3.5% | -3.6% |
| 3M | +6.3% | +5.7% | +0.6% | +1.5% |
| 6M | +20.8% | +11.9% | +8.9% | +10.1% |
| YTD | +11.2% | +26.4% | -15.2% | -8.5% |
| 1Y | +11.7% | +27.6% | -15.9% | -9.0% |
| 3Y | +79.4% | +54.9% | +24.5% | +24.2% |
| 5Y | +48.0% | +60.9% | -12.9% | +1.7% |
| All | +565.7% | +244.5% | +321.2% | +118.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 10y: compounded portfolio wealth divided by compounded SCHD 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…
10y analysis · Full analysis span regression · 6 months rolling