+336.1%
SCHD vs AMC
-98.1%
+434.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.3% | -5.1% | -0.9% |
| 7D | -0.3% | +2.3% | -2.6% | -0.3% |
| 30D | +3.4% | -0.7% | +4.2% | +3.4% |
| 3M | +7.6% | +35.2% | -27.6% | +6.7% |
| 6M | +12.2% | +124.6% | -112.4% | +9.9% |
| YTD | +29.0% | +69.9% | -40.9% | +27.0% |
| 1Y | +30.3% | -2.6% | +32.9% | +29.6% |
| 3Y | +56.1% | -79.8% | +135.9% | +57.5% |
| 5Y | +60.4% | -99.4% | +159.8% | +67.9% |
| 10Y | +241.3% | -98.9% | +340.1% | +241.5% |
| All | +336.1% | -98.1% | +434.2% | +295.9% |
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