+63.3%
SCHW vs MPWR
+156.2%
-92.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MPWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.1% |
| 7D | -0.8% | -2.6% | +1.8% | -0.4% |
| 30D | +1.5% | -9.0% | +10.5% | +2.7% |
| 3M | +24.6% | -25.8% | +50.4% | +28.8% |
| 6M | +14.5% | +11.8% | +2.8% | +9.5% |
| YTD | +10.5% | +35.5% | -25.0% | +1.8% |
| 1Y | +13.4% | +45.3% | -31.9% | +2.6% |
| 3Y | +88.3% | +138.5% | -50.2% | +43.9% |
| All | +63.3% | +156.2% | -92.9% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling