+30.3%
SCHD vs MARA
-28.1%
+58.4%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MARA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | -0.8% |
| 7D | -0.3% | +6.0% | -6.3% | -0.4% |
| 30D | +3.4% | +0.6% | +2.8% | +3.4% |
| 3M | +7.6% | -18.5% | +26.1% | +8.1% |
| 6M | +12.2% | +21.7% | -9.6% | +10.9% |
| YTD | +29.0% | +25.9% | +3.0% | +26.8% |
| 1Y | +30.3% | -25.1% | +55.4% | +31.0% |
| All | +30.3% | -28.1% | +58.4% | +31.0% |
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