+257.7%
SCHD vs MPWR
+1,868.4%
-1,610.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.1% | +1.9% | +0.1% |
| 7D | +1.4% | +27.9% | -26.5% | -2.9% |
| 30D | +7.7% | +9.7% | -2.0% | +5.3% |
| 3M | +5.7% | +1.7% | +4.0% | +4.3% |
| 6M | +14.9% | -9.2% | +24.2% | +14.3% |
| YTD | +34.2% | +60.5% | -26.3% | +18.9% |
| 1Y | +36.8% | +52.0% | -15.3% | +22.2% |
| 3Y | +73.2% | +193.1% | -120.0% | +25.4% |
| 5Y | +62.8% | +167.3% | -104.5% | +13.3% |
| All | +257.7% | +1,868.4% | -1,610.7% | +29.5% |
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