+5,731.6%
MU vs SCHD
+244.5%
+5,487.1%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.4% | -0.6% | -0.7% |
| 7D | -4.1% | -2.0% | -2.1% | -1.5% |
| 30D | +7.0% | -0.4% | +7.4% | +7.2% |
| 3M | -2.1% | +5.7% | -7.8% | -11.0% |
| 6M | +133.1% | +11.9% | +121.2% | +94.9% |
| YTD | +241.9% | +26.4% | +215.5% | +140.1% |
| 1Y | +548.8% | +27.6% | +521.1% | +348.5% |
| 3Y | +1,308.2% | +54.9% | +1,253.2% | +648.5% |
| 5Y | +1,260.7% | +60.9% | +1,199.8% | +601.6% |
| All | +5,731.6% | +244.5% | +5,487.1% | +881.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling