-76.1%
MSTU vs MUB
-1.0%
-75.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | -0.8% | -12.1% | -7.6% |
| 7D | -23.0% | -0.8% | -22.2% | -18.2% |
| 30D | -47.7% | +2.4% | -50.1% | -56.3% |
| 3M | +12.5% | -1.1% | +13.6% | +42.0% |
| 6M | -76.1% | -1.0% | -75.1% | -69.4% |
| All | -76.1% | -1.0% | -75.0% | -69.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling