+2,423.9%
MUU vs SCHW
+65.8%
+2,358.1%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +0.7% | -10.1% | -9.8% |
| 7D | +3.6% | -2.8% | +6.3% | +5.2% |
| 30D | +22.3% | -0.1% | +22.4% | +21.7% |
| 3M | -8.2% | +20.6% | -28.8% | -24.4% |
| 6M | +256.3% | +15.9% | +240.4% | +196.3% |
| YTD | +534.4% | +8.5% | +525.9% | +466.4% |
| 1Y | +2,163.5% | +17.8% | +2,145.6% | +1,674.3% |
| All | +2,423.9% | +65.8% | +2,358.1% | +1,192.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling