+719.8%
MU vs SCHD
+30.7%
+689.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +5.5% |
| 7D | +9.0% | -0.3% | +9.3% | +8.7% |
| 30D | +13.8% | +3.4% | +10.4% | +16.5% |
| 3M | +2.1% | +7.6% | -5.5% | +6.4% |
| 6M | +153.8% | +12.2% | +141.6% | +160.6% |
| YTD | +256.4% | +29.0% | +227.4% | +240.3% |
| 1Y | +719.8% | +30.3% | +689.5% | +709.6% |
| All | +719.8% | +30.7% | +689.1% | +709.6% |
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 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