+352.6%
SCHD vs AMC
-97.5%
+450.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.5% |
| 7D | +0.8% | +5.5% | -4.7% | +0.7% |
| 30D | +8.4% | +16.1% | -7.7% | +8.1% |
| 3M | +5.6% | +43.0% | -37.3% | +4.8% |
| 6M | +15.1% | +130.7% | -115.5% | +12.8% |
| YTD | +33.8% | +121.8% | -88.0% | +31.0% |
| 1Y | +38.5% | +40.7% | -2.1% | +36.8% |
| 3Y | +72.7% | -56.8% | +129.5% | +72.2% |
| 5Y | +63.1% | -99.1% | +162.2% | +69.5% |
| 10Y | +255.9% | -98.7% | +354.6% | +259.4% |
| All | +352.6% | -97.5% | +450.1% | +308.6% |
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