+77.6%
SCHW vs MPWR
+183.6%
-106.0%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +16.6% | -15.2% | +0.2% |
| 7D | +4.5% | +11.6% | -7.1% | +3.5% |
| 30D | -4.1% | +0.1% | -4.2% | -4.3% |
| 3M | -13.6% | -0.8% | -12.8% | -13.8% |
| 6M | +5.0% | -13.0% | +18.0% | +5.2% |
| YTD | -6.3% | +53.9% | -60.2% | -13.3% |
| 1Y | -1.4% | +45.8% | -47.2% | -8.2% |
| 3Y | +77.6% | +194.3% | -116.6% | +30.3% |
| All | +77.6% | +183.6% | -106.0% | +30.3% |
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