+60.2%
SCHD vs MRSH
+18.2%
+41.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.5% |
| 7D | -2.0% | -4.8% | +2.8% | -0.2% |
| 30D | -0.4% | -6.3% | +5.9% | +2.0% |
| 3M | +5.7% | +5.8% | -0.1% | +3.2% |
| 6M | +11.9% | +2.8% | +9.1% | +9.9% |
| YTD | +26.4% | -3.1% | +29.6% | +26.8% |
| 1Y | +27.6% | -11.3% | +38.9% | +32.7% |
| 3Y | +54.9% | -5.0% | +59.9% | +54.2% |
| All | +60.2% | +18.2% | +41.9% | +37.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 5y: compounded portfolio wealth divided by compounded MRSH 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…
5y analysis · Full analysis span regression · 6 months rolling