+28.5%
SCHD vs MPC
+121.9%
-93.4%
-4.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | -2.6% | +3.2% | -5.8% | -2.9% |
| 30D | -0.3% | +25.0% | -25.3% | -2.1% |
| 3M | +6.1% | +55.2% | -49.1% | +1.9% |
| 6M | +11.7% | +86.4% | -74.7% | +4.7% |
| YTD | +26.3% | +148.5% | -122.1% | +13.2% |
| All | +28.5% | +121.9% | -93.4% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MPC.
Daily Out/Under-Performance
Portfolio return minus MPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPC 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 MPC 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