+47.9%
SCHD vs AMIX
-99.9%
+147.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.9% | +1.1% | -0.8% |
| 7D | -0.3% | -13.7% | +13.4% | -0.3% |
| 30D | +3.4% | -62.1% | +65.5% | +3.7% |
| 3M | +7.6% | -46.2% | +53.8% | +7.2% |
| 6M | +12.2% | -46.4% | +58.6% | +11.7% |
| YTD | +29.0% | -60.3% | +89.2% | +28.5% |
| 1Y | +30.3% | -79.7% | +110.0% | +30.2% |
| All | +47.9% | -99.9% | +147.8% | +52.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling