+41.8%
SCHD vs AMBA
-25.6%
+67.4%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +1.8% |
| 7D | +3.2% | -8.1% | +11.3% | +3.1% |
| 30D | +10.7% | -10.8% | +21.4% | +10.6% |
| 3M | +7.8% | -25.9% | +33.7% | +7.6% |
| 6M | +16.7% | -13.9% | +30.6% | +16.4% |
| YTD | +35.3% | -14.0% | +49.3% | +34.6% |
| 1Y | +41.8% | -25.7% | +67.4% | +41.2% |
| All | +41.8% | -25.6% | +67.4% | +41.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 1y: compounded portfolio wealth divided by compounded AMBA 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…
1y analysis · Full analysis span regression · 6 months rolling