+1,384.0%
MU vs SCHD
+54.5%
+1,329.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.9% | +3.7% | +3.6% |
| 7D | +7.5% | -2.6% | +10.1% | +10.1% |
| 30D | +19.4% | -0.3% | +19.7% | +19.3% |
| 3M | +9.8% | +6.1% | +3.7% | +1.8% |
| 6M | +164.1% | +11.7% | +152.4% | +128.4% |
| YTD | +260.3% | +26.3% | +234.0% | +164.2% |
| 1Y | +661.2% | +28.8% | +632.4% | +443.1% |
| All | +1,384.0% | +54.5% | +1,329.5% | +780.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling