+76.0%
AMZN vs SCHD
+54.0%
+22.0%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | -2.7% | -3.1% | +0.4% | -0.6% |
| 30D | -7.5% | -0.8% | -6.7% | -6.9% |
| 3M | +5.8% | +6.2% | -0.4% | +1.4% |
| 6M | +17.5% | +11.8% | +5.7% | +8.4% |
| YTD | +9.1% | +26.0% | -16.8% | -8.5% |
| 1Y | +9.4% | +28.1% | -18.8% | -9.7% |
| All | +76.0% | +54.0% | +22.0% | +31.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling