+15.7%
SCHW vs MSFU
-20.0%
+35.8%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.3% | +0.4% | +0.7% |
| 7D | -2.8% | -6.9% | +4.2% | -2.2% |
| 30D | -0.1% | -5.1% | +5.1% | +0.3% |
| 3M | +20.6% | +44.6% | -24.1% | +16.4% |
| 6M | +15.9% | +32.8% | -16.9% | +12.0% |
| YTD | +8.5% | -10.1% | +18.6% | +5.3% |
| All | +15.7% | -20.0% | +35.8% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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