+265.1%
MU vs SCHD
+42.1%
+223.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +1.9% | -8.9% | -4.7% |
| 7D | -19.1% | +3.2% | -22.3% | -15.7% |
| 30D | -25.2% | +10.7% | -35.9% | -16.1% |
| 3M | -10.9% | +7.8% | -18.7% | -2.3% |
| 6M | +38.0% | +16.7% | +21.3% | +55.7% |
| YTD | +178.8% | +35.3% | +143.6% | +198.0% |
| 1Y | +265.1% | +41.8% | +223.4% | +279.1% |
| All | +265.1% | +42.1% | +223.0% | +279.1% |
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