+36.8%
SCHD vs AMIX
-92.5%
+129.3%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -8.4% | +8.2% | -0.2% |
| 7D | +1.4% | -10.9% | +12.3% | +1.4% |
| 30D | +7.7% | -55.0% | +62.7% | +7.8% |
| 3M | +5.7% | -82.0% | +87.7% | +5.9% |
| 6M | +14.9% | -80.4% | +95.4% | +14.2% |
| YTD | +34.2% | -88.3% | +122.5% | +32.5% |
| 1Y | +36.8% | -92.4% | +129.2% | +34.5% |
| All | +36.8% | -92.5% | +129.3% | +34.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling