+81,302.1%
MU vs SCHW
+45,251.3%
+36,050.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.7% | -4.2% | -3.3% |
| 7D | +12.8% | +2.0% | +10.8% | +11.8% |
| 30D | -14.9% | -3.6% | -11.2% | -13.7% |
| 3M | -18.0% | -15.0% | -3.1% | -12.7% |
| 6M | -3.1% | +2.6% | -5.8% | -6.7% |
| YTD | +172.9% | -5.7% | +178.6% | +171.1% |
| 1Y | +228.8% | -0.9% | +229.7% | +219.9% |
| 3Y | +950.8% | +79.4% | +871.5% | +678.1% |
| 5Y | +931.3% | +21.2% | +910.0% | +767.1% |
| 10Y | +4,417.7% | +193.3% | +4,224.4% | +2,364.1% |
| All | +81,302.1% | +45,251.3% | +36,050.8% | +5,915.9% |
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