+52.7%
SCHD vs AMIX
-99.9%
+152.7%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +11.8% | -10.5% | +1.3% |
| 7D | -0.7% | +1.2% | -1.9% | -0.7% |
| 30D | +7.9% | -45.3% | +53.2% | +8.0% |
| 3M | +6.0% | -83.1% | +89.1% | +6.4% |
| 6M | +14.5% | -76.9% | +91.4% | +14.2% |
| YTD | +33.2% | -85.3% | +118.4% | +33.0% |
| 1Y | +38.1% | -89.8% | +127.9% | +38.0% |
| All | +52.7% | -99.9% | +152.7% | +58.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling