+0.8%
SCHW vs MPWR
+31.4%
-30.6%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -5.1% | +9.6% | +4.3% |
| 7D | +5.2% | +4.1% | +1.1% | +5.4% |
| 30D | -4.7% | -14.8% | +10.1% | -5.3% |
| 3M | -11.9% | -5.4% | -6.5% | -12.0% |
| 6M | +2.7% | -19.6% | +22.3% | +2.3% |
| YTD | -5.6% | +39.8% | -45.5% | -14.2% |
| 1Y | +0.8% | +32.5% | -31.8% | -7.7% |
| All | +0.8% | +31.4% | -30.6% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling