+40,890.7%
MCHP vs SCHW
+13,089.4%
+27,801.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.7% | -2.7% | -2.3% |
| 7D | -2.1% | -2.8% | +0.7% | -1.0% |
| 30D | -11.1% | -0.1% | -11.1% | -11.2% |
| 3M | -18.1% | +20.6% | -38.7% | -24.6% |
| 6M | +10.8% | +15.9% | -5.2% | +2.7% |
| YTD | +14.2% | +8.5% | +5.8% | +8.2% |
| 1Y | +13.5% | +17.8% | -4.4% | +3.9% |
| 3Y | -2.0% | +88.5% | -90.5% | -26.5% |
| 5Y | +1.4% | +60.6% | -59.2% | -21.9% |
| 10Y | +195.5% | +298.0% | -102.5% | +54.0% |
| All | +40,890.7% | +13,089.4% | +27,801.3% | +3,777.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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