-59.4%
MSTR vs SCHD
+28.9%
-88.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -1.7% |
| 7D | +7.7% | -2.6% | +10.3% | +11.2% |
| 30D | +36.3% | -0.3% | +36.6% | +36.7% |
| 3M | +13.4% | +6.1% | +7.3% | +4.4% |
| 6M | -4.5% | +11.7% | -16.2% | -19.7% |
| YTD | -12.7% | +26.3% | -39.0% | -36.3% |
| All | -59.4% | +28.9% | -88.2% | -70.9% |
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