+41.8%
SCHD vs MARA
-60.7%
+102.5%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MARA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -4.1% | +5.9% | +1.9% |
| 7D | +3.2% | -6.5% | +9.7% | +3.2% |
| 30D | +10.7% | -38.5% | +49.2% | +11.2% |
| 3M | +7.8% | -41.5% | +49.4% | +8.4% |
| 6M | +16.7% | -41.9% | +58.6% | +17.0% |
| YTD | +35.3% | -23.5% | +58.8% | +33.6% |
| 1Y | +41.8% | -58.7% | +100.4% | +41.8% |
| All | +41.8% | -60.7% | +102.5% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MARA.
Daily Out/Under-Performance
Portfolio return minus MARA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MARA 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 MARA 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