+43.7%
SCHD vs AMDL
+117.8%
-74.1%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +11.7% | -12.8% | -1.4% |
| 7D | -1.1% | +19.9% | -21.1% | -1.6% |
| 30D | +1.5% | +6.3% | -4.7% | +1.3% |
| 3M | +7.4% | -9.9% | +17.3% | +6.9% |
| 6M | +12.4% | +394.3% | -381.9% | +4.8% |
| YTD | +27.5% | +257.3% | -229.8% | +19.3% |
| 1Y | +30.0% | +508.5% | -478.5% | +16.8% |
| All | +43.7% | +117.8% | -74.1% | +24.1% |
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