+504.3%
MUU vs SCHD
+42.1%
+462.2%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.9% | -15.9% | -9.3% |
| 7D | -35.9% | +3.2% | -39.0% | -29.8% |
| 30D | -47.1% | +10.7% | -57.8% | -32.4% |
| 3M | -29.8% | +7.8% | -37.7% | -14.1% |
| 6M | +16.0% | +16.7% | -0.7% | +51.5% |
| YTD | +286.1% | +35.3% | +250.8% | +348.8% |
| 1Y | +504.3% | +41.8% | +462.6% | +560.8% |
| All | +504.3% | +42.1% | +462.2% | +560.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHD.
Daily Out/Under-Performance
Portfolio return minus SCHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHD 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 SCHD 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