+2,100.0%
AMZN vs SCHD
+558.6%
+1,541.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | +0.4% |
| 7D | +0.8% | -1.1% | +2.0% | +1.8% |
| 30D | -6.4% | +1.5% | -7.9% | -7.6% |
| 3M | +4.8% | +7.4% | -2.6% | -1.7% |
| 6M | +20.5% | +12.4% | +8.2% | +8.6% |
| YTD | +11.3% | +27.5% | -16.2% | -10.6% |
| 1Y | +9.0% | +30.0% | -21.0% | -14.2% |
| 3Y | +85.9% | +56.5% | +29.4% | +23.5% |
| 5Y | +45.8% | +60.7% | -14.9% | -3.3% |
| 10Y | +555.5% | +237.8% | +317.7% | +104.1% |
| All | +2,100.0% | +558.6% | +1,541.4% | +223.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling