+238.6%
SCHD vs MUB
+17.2%
+221.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | -0.1% | 0.0% |
| 7D | -2.0% | -0.8% | -1.1% | -1.2% |
| 30D | -0.4% | -2.4% | +2.0% | +1.7% |
| 3M | +5.7% | -2.8% | +8.6% | +8.4% |
| 6M | +11.9% | -2.2% | +14.1% | +14.1% |
| YTD | +26.4% | -1.6% | +28.0% | +28.2% |
| 1Y | +27.6% | 0.0% | +27.6% | +27.5% |
| 3Y | +54.9% | +7.9% | +47.1% | +44.6% |
| 5Y | +60.9% | +1.2% | +59.7% | +59.0% |
| All | +238.6% | +17.2% | +221.4% | +231.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling