+294.9%
SCHW vs MUB
+17.2%
+277.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.2% |
| 7D | -1.9% | -0.8% | -1.0% | -1.6% |
| 30D | -1.6% | -2.4% | +0.8% | -0.8% |
| 3M | +21.3% | -2.8% | +24.1% | +22.5% |
| 6M | +16.5% | -2.2% | +18.7% | +17.4% |
| YTD | +8.4% | -1.6% | +10.0% | +9.0% |
| 1Y | +15.6% | 0.0% | +15.6% | +15.5% |
| 3Y | +86.8% | +7.9% | +79.0% | +80.8% |
| 5Y | +60.5% | +1.2% | +59.3% | +59.3% |
| All | +294.9% | +17.2% | +277.7% | +393.8% |
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