+14.2%
SCHW vs MDLN
+4.5%
+9.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -0.8% | +3.7% | -4.5% | -1.3% |
| 30D | +1.5% | -0.2% | +1.7% | +1.4% |
| 3M | +24.6% | +6.2% | +18.3% | +22.1% |
| 6M | +14.5% | -14.7% | +29.2% | +17.9% |
| YTD | +10.5% | -12.9% | +23.4% | +14.6% |
| All | +14.2% | +4.5% | +9.7% | +18.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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