+41.8%
SCHD vs MSTU
-88.0%
+129.7%
-6.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +10.3% | -8.5% | +1.8% |
| 7D | +3.2% | -4.8% | +8.0% | +3.2% |
| 30D | +10.7% | -29.6% | +40.2% | +10.9% |
| 3M | +7.8% | +69.4% | -61.6% | +6.9% |
| 6M | +16.7% | -62.2% | +79.0% | +17.7% |
| YTD | +35.3% | -61.1% | +96.3% | +35.3% |
| 1Y | +41.8% | -87.2% | +128.9% | +43.9% |
| All | +41.8% | -88.0% | +129.7% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 1y: compounded portfolio wealth divided by compounded MSTU 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…
1y analysis · Full analysis span regression · 6 months rolling