+2,981.5%
MUU vs SCHW
+14.3%
+2,967.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.0% | +12.6% | +11.0% |
| 7D | +17.4% | -0.8% | +18.2% | +16.8% |
| 30D | +24.0% | +1.5% | +22.5% | +25.2% |
| 3M | -23.9% | +24.6% | -48.4% | -16.2% |
| 6M | +284.4% | +14.5% | +269.9% | +335.4% |
| YTD | +583.7% | +10.5% | +573.2% | +691.0% |
| 1Y | +2,981.5% | +13.4% | +2,968.1% | +3,346.5% |
| All | +2,981.5% | +14.3% | +2,967.2% | +3,346.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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