+2.0%
MU vs SCHD
+15.0%
-13.0%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +0.5% | +11.4% | +12.8% |
| 7D | +2.0% | -0.5% | +2.5% | -0.5% |
| 30D | -18.0% | +8.3% | -26.3% | +0.2% |
| 3M | -6.6% | +5.9% | -12.5% | +8.7% |
| 6M | +2.0% | +15.3% | -13.2% | +49.4% |
| All | +2.0% | +15.0% | -13.0% | +49.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling