+18,549.5%
MU vs SCHD
+566.1%
+17,983.5%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.8% | +6.9% | +7.2% |
| 7D | +9.0% | -0.3% | +9.3% | +9.4% |
| 30D | +13.8% | +3.4% | +10.4% | +8.0% |
| 3M | +2.1% | +7.6% | -5.5% | -9.9% |
| 6M | +153.8% | +12.2% | +141.6% | +109.2% |
| YTD | +256.4% | +29.0% | +227.4% | +137.8% |
| 1Y | +719.8% | +30.3% | +689.5% | +437.3% |
| 3Y | +1,360.4% | +56.1% | +1,304.2% | +635.4% |
| 5Y | +1,312.4% | +60.4% | +1,252.0% | +596.4% |
| 10Y | +6,142.6% | +241.3% | +5,901.3% | +827.3% |
| All | +18,549.5% | +566.1% | +17,983.5% | +787.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling