+51.2%
SCHD vs AMDL
+145.7%
-94.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +11.9% | -12.1% | -0.5% |
| 7D | +1.4% | +103.5% | -102.1% | 0.0% |
| 30D | +7.7% | -18.3% | +26.0% | +7.6% |
| 3M | +5.7% | +20.1% | -14.3% | +4.6% |
| 6M | +14.9% | +15.9% | -1.0% | +12.7% |
| YTD | +34.2% | +303.0% | -268.8% | +24.5% |
| 1Y | +36.8% | +164.0% | -127.2% | +28.9% |
| All | +51.2% | +145.7% | -94.5% | +29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMDL.
Daily Out/Under-Performance
Portfolio return minus AMDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMDL 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 3y: compounded portfolio wealth divided by compounded AMDL 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…
3y analysis · Full analysis span regression · 6 months rolling