+356.2%
SCHD vs AMC
-97.6%
+453.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.7% | +3.2% | +0.6% |
| 7D | +2.7% | +3.5% | -0.8% | +2.6% |
| 30D | +7.1% | +12.5% | -5.3% | +6.9% |
| 3M | +5.7% | +23.6% | -17.8% | +5.2% |
| 6M | +15.6% | +144.4% | -128.8% | +13.2% |
| YTD | +34.9% | +108.3% | -73.4% | +32.3% |
| 1Y | +37.4% | +38.9% | -1.5% | +35.6% |
| 3Y | +74.5% | -58.9% | +133.4% | +74.2% |
| 5Y | +63.7% | -99.2% | +162.9% | +70.4% |
| 10Y | +259.1% | -98.8% | +357.9% | +264.9% |
| All | +356.2% | -97.6% | +453.9% | +312.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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