+1,843.7%
MUU vs SCHG
+13.0%
+1,830.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.9% | -2.0% | -4.6% |
| 7D | -8.2% | -1.0% | -7.2% | -4.3% |
| 30D | +10.2% | -1.3% | +11.4% | +14.8% |
| 3M | -26.5% | +5.4% | -31.9% | -41.9% |
| 6M | +227.2% | +14.4% | +212.8% | +108.2% |
| YTD | +527.4% | +8.0% | +519.4% | +434.0% |
| 1Y | +1,843.7% | +12.7% | +1,830.9% | +1,339.9% |
| All | +1,843.7% | +13.0% | +1,830.7% | +1,339.9% |
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