+295.1%
SCHW vs MPWR
+1,643.4%
-1,348.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | 0.0% |
| 7D | -1.6% | -1.3% | -0.3% | -1.3% |
| 30D | -1.1% | -12.8% | +11.8% | +1.8% |
| 3M | +20.4% | -21.3% | +41.7% | +25.1% |
| 6M | +13.6% | +13.7% | -0.1% | +6.2% |
| YTD | +7.7% | +33.3% | -25.6% | -3.8% |
| 1Y | +15.2% | +41.3% | -26.1% | +0.6% |
| 3Y | +87.1% | +145.8% | -58.7% | +27.3% |
| 5Y | +57.5% | +155.6% | -98.2% | -2.9% |
| 10Y | +295.1% | +1,679.2% | -1,384.1% | -2.2% |
| All | +295.1% | +1,643.4% | -1,348.3% | -2.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling