+50.7%
MSTR vs SCHD
+63.3%
-12.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | 0.0% |
| 7D | -14.2% | -0.5% | -13.6% | -13.1% |
| 30D | -19.9% | +8.3% | -28.2% | -32.6% |
| 3M | +27.3% | +5.9% | +21.4% | +12.1% |
| 6M | -37.6% | +15.3% | -52.8% | -54.7% |
| YTD | -19.5% | +34.5% | -54.0% | -58.3% |
| 1Y | -47.1% | +37.2% | -84.3% | -73.9% |
| 3Y | +140.3% | +73.6% | +66.7% | -34.4% |
| All | +50.7% | +63.3% | -12.6% | -44.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling