+60.2%
SCHD vs AMP
+122.1%
-62.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.4% | +0.1% |
| 7D | -2.0% | -0.5% | -1.4% | -1.8% |
| 30D | -0.4% | -1.3% | +0.9% | 0.0% |
| 3M | +5.7% | +24.2% | -18.5% | -2.4% |
| 6M | +11.9% | +24.6% | -12.7% | +2.8% |
| YTD | +26.4% | +14.8% | +11.6% | +19.2% |
| 1Y | +27.6% | +12.8% | +14.8% | +20.9% |
| 3Y | +54.9% | +69.0% | -14.0% | +21.9% |
| All | +60.2% | +122.1% | -62.0% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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