+237.8%
SCHD vs MPWR
+1,632.4%
-1,394.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -1.1% | -0.6% | -0.5% | -1.0% |
| 30D | +1.5% | -13.1% | +14.6% | +3.9% |
| 3M | +7.4% | -21.7% | +29.1% | +11.0% |
| 6M | +12.4% | +19.5% | -7.2% | +6.3% |
| YTD | +27.5% | +34.9% | -7.4% | +17.4% |
| 1Y | +30.0% | +42.0% | -12.0% | +17.7% |
| 3Y | +56.5% | +148.8% | -92.3% | +17.0% |
| 5Y | +60.7% | +156.8% | -96.1% | +11.3% |
| 10Y | +237.8% | +1,650.0% | -1,412.3% | +18.1% |
| All | +237.8% | +1,632.4% | -1,394.6% | +18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MPWR.
Daily Out/Under-Performance
Portfolio return minus MPWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MPWR 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 10y: compounded portfolio wealth divided by compounded MPWR 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…
10y analysis · Full analysis span regression · 6 months rolling