-42.3%
MSTR vs SCHD
+42.1%
-84.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.9% | +3.2% | +3.7% |
| 7D | -1.8% | +3.2% | -5.0% | -4.2% |
| 30D | -13.3% | +10.7% | -24.0% | -20.9% |
| 3M | +46.0% | +7.8% | +38.1% | +36.5% |
| 6M | -22.4% | +16.7% | -39.2% | -34.8% |
| YTD | -6.2% | +35.3% | -41.4% | -31.3% |
| 1Y | -42.3% | +41.8% | -84.0% | -59.9% |
| All | -42.3% | +42.1% | -84.4% | -59.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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