+73.1%
SCHD vs MPC
+184.9%
-111.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | +0.8% | -8.8% | +9.6% | +2.2% |
| 30D | +8.4% | -14.4% | +22.8% | +11.0% |
| 3M | +5.6% | +21.9% | -16.3% | +1.3% |
| 6M | +15.1% | +60.1% | -45.0% | +4.4% |
| YTD | +33.8% | +142.3% | -108.5% | +10.0% |
| 1Y | +38.5% | +101.7% | -63.2% | +18.6% |
| All | +73.1% | +184.9% | -111.8% | +32.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling