+1,843.7%
MUU vs SCHW
+17.7%
+1,826.0%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -8.2% | -1.9% | -6.4% | -9.2% |
| 30D | +10.2% | -1.6% | +11.8% | +9.4% |
| 3M | -26.5% | +21.3% | -47.8% | -20.7% |
| 6M | +227.2% | +16.5% | +210.7% | +255.8% |
| YTD | +527.4% | +8.4% | +519.0% | +610.2% |
| 1Y | +1,843.7% | +15.6% | +1,828.0% | +2,063.9% |
| All | +1,843.7% | +17.7% | +1,826.0% | +2,063.9% |
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