+68.3%
SCHD vs MPWR
+146.8%
-78.5%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +5.2% | -5.9% | -1.1% |
| 7D | -1.7% | -1.7% | 0.0% | -1.7% |
| 30D | +7.7% | -16.5% | +24.2% | +8.9% |
| 3M | +5.2% | -12.3% | +17.5% | +5.8% |
| 6M | +12.9% | -27.7% | +40.6% | +14.9% |
| YTD | +31.4% | +32.0% | -0.6% | +25.7% |
| 1Y | +37.3% | +25.1% | +12.2% | +31.9% |
| 3Y | +68.3% | +146.5% | -78.2% | +36.2% |
| All | +68.3% | +146.8% | -78.5% | +36.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling