+1,014.6%
MU vs SCHD
+63.6%
+951.0%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.5% | +11.4% | +11.3% |
| 7D | +2.0% | -0.5% | +2.5% | +3.2% |
| 30D | -18.0% | +8.3% | -26.3% | -25.4% |
| 3M | -6.6% | +5.9% | -12.5% | -13.3% |
| 6M | +2.0% | +15.3% | -13.2% | -16.7% |
| YTD | +184.5% | +34.5% | +149.9% | +85.3% |
| 1Y | +236.9% | +37.2% | +199.7% | +113.3% |
| 3Y | +987.0% | +73.6% | +913.3% | +391.3% |
| 5Y | +1,014.6% | +63.7% | +951.0% | +478.1% |
| All | +1,014.6% | +63.6% | +951.0% | +478.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling