+104,499.0%
MU vs SCHW
+51,844.3%
+52,654.6%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -0.6% |
| 7D | +7.2% | -1.3% | +8.5% | +7.7% |
| 30D | +14.0% | -0.4% | +14.4% | +14.0% |
| 3M | +5.4% | +21.7% | -16.3% | -4.9% |
| 6M | +170.3% | +13.0% | +157.3% | +150.1% |
| YTD | +250.7% | +8.0% | +242.6% | +230.1% |
| 1Y | +662.1% | +15.8% | +646.3% | +594.6% |
| 3Y | +1,341.2% | +87.7% | +1,253.5% | +948.5% |
| 5Y | +1,319.3% | +59.7% | +1,259.7% | +958.2% |
| 10Y | +5,778.3% | +292.9% | +5,485.4% | +2,731.7% |
| All | +104,499.0% | +51,844.3% | +52,654.6% | +7,224.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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