+719.8%
MU vs SCHG
+16.6%
+703.1%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.9% | +7.0% | +7.9% |
| 7D | +9.0% | -0.7% | +9.7% | +10.4% |
| 30D | +13.8% | +0.2% | +13.6% | +12.8% |
| 3M | +2.1% | +2.2% | -0.1% | -2.0% |
| 6M | +153.8% | +15.0% | +138.8% | +94.6% |
| YTD | +256.4% | +9.2% | +247.2% | +210.6% |
| 1Y | +719.8% | +15.7% | +704.0% | +548.2% |
| All | +719.8% | +16.6% | +703.1% | +548.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 1y: compounded portfolio wealth divided by compounded SCHG 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…
1y analysis · Full analysis span regression · 6 months rolling