+2,396.1%
MUU vs SCHD
+28.7%
+2,367.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SCHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.8% |
| 7D | -8.2% | -2.0% | -6.3% | -4.9% |
| 30D | +10.2% | -0.4% | +10.6% | +10.0% |
| 3M | -26.5% | +5.7% | -32.2% | -39.1% |
| 6M | +227.2% | +11.9% | +215.3% | +127.8% |
| YTD | +527.4% | +26.4% | +501.0% | +195.0% |
| 1Y | +1,843.7% | +27.6% | +1,816.1% | +783.2% |
| All | +2,396.1% | +28.7% | +2,367.4% | +984.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling