+41.9%
SCHD vs AMDL
+115.6%
-73.6%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.7% | +6.4% | -0.2% |
| 7D | -3.1% | +20.7% | -23.8% | -3.5% |
| 30D | -0.8% | +9.4% | -10.2% | -1.1% |
| 3M | +6.2% | +5.6% | +0.6% | +5.2% |
| 6M | +11.8% | +340.3% | -328.5% | +4.7% |
| YTD | +26.0% | +253.6% | -227.7% | +17.9% |
| 1Y | +28.1% | +443.4% | -415.2% | +15.8% |
| All | +41.9% | +115.6% | -73.6% | +22.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling