+107.1%
MSTR vs SCHD
+59.4%
+47.8%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -0.8% |
| 7D | +7.7% | -2.6% | +10.3% | +14.1% |
| 30D | +36.3% | -0.3% | +36.6% | +37.2% |
| 3M | +13.4% | +6.1% | +7.3% | -0.9% |
| 6M | -4.5% | +11.7% | -16.2% | -25.7% |
| YTD | -12.7% | +26.3% | -39.0% | -48.0% |
| 1Y | -59.6% | +28.8% | -88.4% | -77.1% |
| 3Y | +272.5% | +55.0% | +217.4% | +33.1% |
| 5Y | +107.1% | +60.0% | +47.1% | -18.2% |
| All | +107.1% | +59.4% | +47.8% | -18.2% |
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