+87.7%
SCHW vs MPWR
+146.2%
-58.4%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.8% | -2.2% |
| 7D | -1.3% | -0.6% | -0.7% | -1.2% |
| 30D | -0.4% | -13.1% | +12.7% | +0.9% |
| 3M | +21.7% | -21.7% | +43.4% | +23.9% |
| 6M | +13.0% | +19.5% | -6.6% | +7.5% |
| YTD | +8.0% | +34.9% | -26.9% | +0.8% |
| 1Y | +15.8% | +42.0% | -26.1% | +6.8% |
| 3Y | +87.7% | +148.8% | -61.1% | +35.9% |
| All | +87.7% | +146.2% | -58.4% | +35.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling