+59.6%
SCHW vs MUB
+0.7%
+58.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.5% | +0.8% |
| 7D | -2.8% | -1.2% | -1.5% | -2.7% |
| 30D | -0.1% | -2.8% | +2.7% | 0.0% |
| 3M | +20.6% | -3.1% | +23.6% | +20.6% |
| 6M | +15.9% | -2.9% | +18.8% | +16.0% |
| YTD | +8.5% | -2.0% | +10.5% | +8.5% |
| 1Y | +17.8% | 0.0% | +17.9% | +17.7% |
| 3Y | +88.5% | +7.4% | +81.1% | +85.7% |
| All | +59.6% | +0.7% | +58.9% | +18.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling