+995.4%
MU vs SCHD
+74.2%
+921.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.5% | +11.4% | +11.4% |
| 7D | +2.0% | -0.5% | +2.5% | +2.9% |
| 30D | -18.0% | +8.3% | -26.3% | -23.3% |
| 3M | -6.6% | +5.9% | -12.5% | -11.3% |
| 6M | +2.0% | +15.3% | -13.2% | -13.1% |
| YTD | +184.5% | +34.5% | +149.9% | +95.3% |
| 1Y | +236.9% | +37.2% | +199.7% | +124.9% |
| All | +995.4% | +74.2% | +921.2% | +441.3% |
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