+2,981.5%
MUU vs SCHG
+16.6%
+2,964.8%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.9% | +12.5% | +15.2% |
| 7D | +17.4% | -0.7% | +18.1% | +20.2% |
| 30D | +24.0% | +0.2% | +23.7% | +21.1% |
| 3M | -23.9% | +2.2% | -26.1% | -27.5% |
| 6M | +284.4% | +15.0% | +269.4% | +141.6% |
| YTD | +583.7% | +9.2% | +574.5% | +457.7% |
| 1Y | +2,981.5% | +15.7% | +2,965.7% | +2,089.6% |
| All | +2,981.5% | +16.6% | +2,964.8% | +2,089.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHG.
Daily Out/Under-Performance
Portfolio return minus SCHG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHG 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 SCHG 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