+28.8%
SCHD vs MP
-14.3%
+43.1%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.9% |
| 7D | -2.6% | -0.7% | -1.9% | -2.6% |
| 30D | -0.3% | -0.7% | +0.4% | -0.3% |
| 3M | +6.1% | 0.0% | +6.1% | +6.2% |
| 6M | +11.7% | -10.0% | +21.7% | +11.8% |
| YTD | +26.3% | +7.5% | +18.8% | +26.3% |
| 1Y | +28.8% | -14.0% | +42.8% | +30.6% |
| All | +28.8% | -14.3% | +43.1% | +30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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